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
$282M
AUM Growth
+$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$34.1M
2
+$24.4M
3
+$17M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$6.14M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$4.72M

Top Sells

1
+$25.9M
2
+$12.8M
3
+$7.71M
4
ICF icon
iShares Select U.S. REIT ETF
ICF
+$5.3M
5
VPU icon
Vanguard Utilities ETF
VPU
+$3.67M

Sector Composition

1 Healthcare 1.26%
2 Financials 0.89%
3 Energy 0.81%
4 Consumer Staples 0.62%
5 Technology 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$773K 0.27%
3,330
27
$667K 0.24%
9,440
28
$612K 0.22%
13,532
29
$610K 0.22%
10,892
30
$567K 0.2%
4,817
31
$551K 0.2%
5,372
32
$528K 0.19%
1,832
33
$435K 0.15%
9,764
34
$367K 0.13%
8,156
-284,016
35
$349K 0.12%
3,500
36
$323K 0.11%
2,500
37
$302K 0.11%
4,694
38
$291K 0.1%
2,092
39
$285K 0.1%
800
40
$273K 0.1%
2,903
-275,329
41
$270K 0.1%
2,261
-5,300
42
$265K 0.09%
1,800
43
$207K 0.07%
+1,490
44
$206K 0.07%
+3,267
45
– –
-8,984
46
– –
-94,114
47
– –
-176,490
48
– –
-22,595
49
– –
-20,876
50
– –
-3,460
1
2
3