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
$202M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$8.34M
3
+$5.37M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$3.47M
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$2.32M

Top Sells

1
+$11.4M
2
+$5.38M
3
+$4.49M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.73M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.7M

Sector Composition

1 Healthcare 1.59%
2 Financials 1.53%
3 Energy 1.27%
4 Industrials 0.98%
5 Consumer Staples 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$662K 0.33%
10,155
27
$650K 0.32%
3,330
28
$502K 0.25%
4,817
29
$426K 0.21%
9,212
-10,640
30
$383K 0.19%
1,832
31
$296K 0.15%
+3,550
32
$291K 0.14%
2,400
-156
33
$279K 0.14%
2,092
-43
34
$252K 0.12%
1,800
35
$223K 0.11%
1,355
36
$221K 0.11%
800
37
$220K 0.11%
+3,500
38
$209K 0.1%
+3,822
39
– –
-35,165
40
– –
-8,000
41
– –
-13,608
42
– –
-30,300
43
– –
-218,394
44
– –
-3,539
45
– –
-8,895
1
2