FIG

FundX Investment Group Portfolio holdings

AUM $411M
1-Year Est. Return 22.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$272M
AUM Growth
-$99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$34.4M
2
+$33M
3
+$32.8M
4
SWAN icon
Amplify BlackSwan Growth & Treasure Core ETF
SWAN
+$12.5M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$10.2M

Top Sells

1
+$55.2M
2
+$38.7M
3
+$30.9M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$17.1M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$14.4M

Sector Composition

1 Consumer Discretionary 0%
2 Consumer Staples 0%
3 Energy 0%
4 Financials 0%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$896K 0.33%
16,324
27
$430K 0.16%
+8,976
28
$385K 0.14%
+15,000
29
$332K 0.12%
3,207
-142,992
30
$232K 0.09%
1,822
-3,346
31
$231K 0.08%
5,600
32
– –
-2,088
33
– –
-8,000
34
– –
-14,600
35
– –
-71,662
36
– –
-17,816
37
– –
-19,060
38
– –
-19,100
39
– –
-9,000
40
– –
-6,331
41
– –
-13,532
42
– –
-1,832
43
– –
-3,267
44
– –
-13,978
45
– –
-92,189
46
– –
-23,106
47
– –
-196,885
48
– –
-9,764
49
– –
-5,130
50
– –
-2,212
1
2
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