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
$295M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$18.2M
3
+$14.4M
4
GLD icon
SPDR Gold Trust
GLD
+$6.87M
5
ICF icon
iShares Select U.S. REIT ETF
ICF
+$4.15M

Top Sells

1
+$13.2M
2
+$10.9M
3
+$9.86M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$6.95M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$4.98M

Sector Composition

1 Healthcare 1.15%
2 Energy 0.83%
3 Financials 0.81%
4 Industrials 0.61%
5 Consumer Staples 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.49M 0.51%
+20,270
27
$1.27M 0.43%
+9,127
28
$1.08M 0.37%
8,000
29
$1.08M 0.37%
+12,889
30
$1.06M 0.36%
22,600
31
$984K 0.33%
9,000
32
$965K 0.33%
16,324
-2,360
33
$763K 0.26%
9,440
-519
34
$682K 0.23%
13,532
35
$673K 0.23%
+30,000
36
$639K 0.22%
3,330
37
$504K 0.17%
10,612
-1,428
38
$488K 0.17%
4,817
39
$486K 0.16%
9,764
-391
40
$444K 0.15%
1,832
41
$417K 0.14%
3,500
42
$335K 0.11%
2,400
43
$295K 0.1%
4,694
-377
44
$291K 0.1%
1,622
-38,764
45
$282K 0.1%
2,092
46
$274K 0.09%
800
47
$254K 0.09%
2,261
-87,789
48
$235K 0.08%
1,355
49
$231K 0.08%
+1,800
50
– –
-3,267
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