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
$371M
AUM Growth
+$89.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$48.5M
2
+$30.9M
3
+$21M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$13.5M
5
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$10.2M

Top Sells

1
+$14.7M
2
+$12.3M
3
+$11.9M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$11.7M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$11.3M

Sector Composition

1 Healthcare 1.08%
2 Financials 0.93%
3 Energy 0.72%
4 Technology 0.61%
5 Industrials 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.84M 0.5%
+40,458
27
$1.79M 0.48%
+19,235
28
$1.69M 0.46%
19,060
+60
29
$1.68M 0.45%
13,978
+278
30
$1.66M 0.45%
19,100
+100
31
$1.55M 0.42%
+26,692
32
$1.31M 0.35%
17,816
+6,924
33
$1.25M 0.34%
22,600
34
$1.18M 0.32%
8,000
35
$1.12M 0.3%
9,000
36
$1.09M 0.29%
16,324
37
$978K 0.26%
14,016
+4,576
38
$753K 0.2%
+5,168
39
$727K 0.2%
3,330
40
$681K 0.18%
13,532
41
$671K 0.18%
4,817
42
$612K 0.17%
+14,600
43
$594K 0.16%
5,519
+147
44
$543K 0.15%
9,764
45
$538K 0.15%
1,832
46
$473K 0.13%
+2,088
47
$459K 0.12%
+27,500
48
$417K 0.11%
2,856
+356
49
$390K 0.11%
2,474
+984
50
$344K 0.09%
5,326
-34,353
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