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
$269M
AUM Growth
+$87.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$38.3M
2
+$24.6M
3
+$24.5M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$19.1M
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$18.3M

Top Sells

1
+$43.6M
2
+$19.8M
3
+$9.02M
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$7.4M
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$4.25M

Sector Composition

1 Healthcare 1.36%
2 Energy 0.81%
3 Financials 0.73%
4 Industrials 0.6%
5 Consumer Staples 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.49M 0.55%
13,700
27
$1.42M 0.53%
14,361
-25,000
28
$1.37M 0.51%
19,000
29
$1.32M 0.49%
+27,658
30
$1.07M 0.4%
22,600
31
$1.05M 0.39%
13,062
-52,640
32
$1.02M 0.38%
8,000
33
$964K 0.36%
18,684
34
$858K 0.32%
9,000
35
$679K 0.25%
9,959
36
$637K 0.24%
13,532
37
$572K 0.21%
3,330
38
$475K 0.18%
12,040
+2,828
39
$470K 0.18%
4,817
40
$373K 0.14%
1,832
41
$368K 0.14%
10,155
42
$310K 0.12%
+5,071
43
$310K 0.12%
2,400
44
$259K 0.1%
3,500
45
$227K 0.08%
2,092
46
$216K 0.08%
1,355
47
$214K 0.08%
+3,267
48
$213K 0.08%
800
49
– –
-1,800
50
– –
-52,283
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