FIG

FundX Investment Group Portfolio holdings

AUM $411M
1-Year Est. Return 22.06%
This Quarter Est. Return
1 Year Est. Return
+22.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$238M
AUM Growth
-$7.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$4.16M
2
+$2.37M
3
+$1.5M
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$1.42M

Top Sells

1
+$9.72M
2
+$5.15M
3
+$2.91M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$2.32M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$2.27M

Sector Composition

1 Healthcare 1.28%
2 Financials 1.21%
3 Industrials 1.02%
4 Energy 1%
5 Consumer Staples 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$355K 0.15%
9,212
27
$332K 0.14%
2,556
28
$301K 0.13%
1,832
29
$300K 0.13%
6,470
30
$290K 0.12%
2,092
31
$267K 0.11%
1,800
32
$251K 0.11%
8,139
33
$238K 0.1%
1,355
34
– –
-6,260
35
– –
-323,700
36
– –
-41,715
37
– –
-17,790
38
– –
-151,754
39
– –
-19,510
40
– –
-1,259
1
2