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
$260M
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$23.4M
3
+$17.5M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$14.1M
5
BND icon
Vanguard Total Bond Market
BND
+$4.07M

Top Sells

1
+$16.5M
2
+$16.2M
3
+$16.1M
4
SWAN icon
Amplify BlackSwan Growth & Treasure Core ETF
SWAN
+$11.4M
5
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$7.4M

Sector Composition

1 Technology 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$721K 0.28%
10,037
-24,253
27
$710K 0.27%
16,360
+6,440
28
$584K 0.22%
40,560
+11,448
29
$430K 0.17%
4,972
+1,340
30
$421K 0.16%
+7,552
31
$353K 0.14%
8,593
-162,500
32
$256K 0.1%
2,212
33
$242K 0.09%
3,509
-5,768
34
$218K 0.08%
1,786
-135,234
35
$213K 0.08%
3,328
-146
36
– –
-12,516
37
– –
-5,600
38
– –
-550,014
39
– –
-2,341
40
– –
-5,265
41
– –
-228,727
1
2