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
$240M
AUM Growth
-$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$8.25M
2
+$4.4M
3
+$1.84M
4
EWY icon
iShares MSCI South Korea ETF
EWY
+$1.03M
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$602K

Top Sells

1
+$18M
2
+$9.54M
3
+$9.45M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$6.23M
5
GLD icon
SPDR Gold Trust
GLD
+$4.84M

Sector Composition

1 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.03M 0.43%
+11,999
27
$657K 0.27%
13,100
-3,260
28
$651K 0.27%
40,560
29
$623K 0.26%
8,146
-1,891
30
$468K 0.2%
7,552
31
$464K 0.19%
10,751
+2,158
32
$415K 0.17%
4,804
-168
33
$206K 0.09%
+2,395
34
– –
-2,212
35
– –
-152,067
36
– –
-27,354
37
– –
-1,786
38
– –
-3,328
1
2