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
$181M
AUM Growth
-$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$9.02M
3
+$4.61M
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$4.15M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.61M

Top Sells

1
+$43.4M
2
+$8.34M
3
+$6.69M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$2.33M
5
NFLX icon
Netflix
NFLX
+$1.15M

Sector Composition

1 Healthcare 1.94%
2 Financials 1.79%
3 Energy 1.39%
4 Industrials 1.11%
5 Technology 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$549K 0.3%
10,155
27
$544K 0.3%
4,817
28
$520K 0.29%
9,212
29
$430K 0.24%
1,832
30
$332K 0.18%
2,400
31
$302K 0.17%
2,092
32
$299K 0.16%
+5,852
33
$295K 0.16%
3,550
34
$279K 0.15%
3,500
35
$266K 0.15%
1,800
36
$239K 0.13%
1,355
37
$237K 0.13%
800
38
$233K 0.13%
+33,120
39
– –
-300,458
40
– –
-3,822
41
– –
-178,933
42
– –
-47,182
43
– –
-2,949
1
2