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
$191M
AUM Growth
-$7.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$5.57M
2
+$4.62M
3
+$4.34M
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$2.46M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.7M

Top Sells

1
+$6.07M
2
+$6.03M
3
+$4.59M
4
FEZ icon
SPDR Euro Stoxx 50 ETF
FEZ
+$2.99M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$2.76M

Sector Composition

1 Healthcare 1.72%
2 Financials 1.57%
3 Energy 1.21%
4 Industrials 1.09%
5 Technology 0.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$551K 0.29%
+18,640
27
$537K 0.28%
13,608
-38,728
28
$530K 0.28%
4,817
29
$345K 0.18%
1,832
-110
30
$328K 0.17%
2,556
31
$313K 0.16%
2,135
+1
32
$266K 0.14%
1,800
33
$249K 0.13%
1,355
34
$245K 0.13%
+8,895
35
$225K 0.12%
800
36
$202K 0.11%
+8,000
37
– –
-79,044
38
– –
-6,470
39
– –
-150,858
40
– –
-63,690
41
– –
-73,418
42
– –
-11,400
43
– –
-19,474
44
– –
-18,804
45
– –
-30,000
1
2