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
$198M
AUM Growth
-$39.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$56M
2
+$20.7M
3
+$7.81M
4
EWI icon
iShares MSCI Italy ETF
EWI
+$4.59M
5
FEZ icon
SPDR Euro Stoxx 50 ETF
FEZ
+$2.99M

Top Sells

1
+$49.5M
2
+$47.1M
3
+$25M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$12.2M
5
EWY icon
iShares MSCI South Korea ETF
EWY
+$6.28M

Sector Composition

1 Healthcare 1.65%
2 Financials 1.59%
3 Energy 1.47%
4 Industrials 1.2%
5 Consumer Staples 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$849K 0.43%
10,155
-143
27
$729K 0.37%
13,532
28
$704K 0.35%
3,900
29
$631K 0.32%
3,330
30
$515K 0.26%
4,817
31
$443K 0.22%
10,476
+1,264
32
$361K 0.18%
1,942
+110
33
$357K 0.18%
2,556
34
$318K 0.16%
6,470
35
$313K 0.16%
2,134
+42
36
$305K 0.15%
1,800
37
$267K 0.13%
1,355
38
$207K 0.1%
+800
39
$202K 0.1%
+18,804
40
– –
-52,807
41
– –
-8,139
42
– –
-90,912
43
– –
-1,004,752
44
– –
-239,109
45
– –
-848,973
1
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