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FIG

FundX Investment Group Portfolio holdings

AUM $411M
1-Year Est. Return 22.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$237M
AUM Growth
-$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$16.1M
3
+$16.1M
4
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$15.9M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$13.6M

Top Sells

1
+$37.6M
2
+$34.6M
3
+$32.8M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$26.4M
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$13.5M

Sector Composition

1 Technology 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.09M 0.46%
16,324
27
$561K 0.24%
9,277
+301
28
$465K 0.2%
+9,684
29
$388K 0.16%
+9,920
30
$370K 0.16%
+29,112
31
$315K 0.13%
3,632
-399,468
32
$290K 0.12%
5,600
33
$262K 0.11%
5,265
-14,366
34
$259K 0.11%
2,341
-295,674
35
$204K 0.09%
3,474
-63,264
36
$202K 0.09%
+2,212
37
– –
-13,200
38
– –
-127,146
39
– –
-15,000
40
– –
-65,145
41
– –
-11,410
42
– –
-604,347
43
– –
-31,026
44
– –
-3,207
45
– –
-125,772
1
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