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
$177M
AUM Growth
-$62.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$39M
2
+$9.49M
3
+$6.39M
4
KRE icon
SPDR S&P Regional Banking ETF
KRE
+$5.75M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$4M

Top Sells

1
+$44.3M
2
+$21.9M
3
+$14.6M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$11M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$8.44M

Sector Composition

1 Technology 0.57%
2 Communication Services 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$673K 0.38%
13,100
27
$672K 0.38%
+6,596
28
$568K 0.32%
35,024
-5,536
29
$501K 0.28%
6,496
-1,650
30
$448K 0.25%
2,785
-21,833
31
$414K 0.23%
4,804
32
$403K 0.23%
+5,920
33
$349K 0.2%
2,628
-55,463
34
$335K 0.19%
3,820
-18,085
35
$298K 0.17%
+13,022
36
$246K 0.14%
+4,725
37
$240K 0.14%
+505
38
$231K 0.13%
5,298
-5,453
39
$210K 0.12%
+3,845
40
– –
-89,860
41
– –
-29,235
42
– –
-30,623
43
– –
-41,265
44
– –
-2,395
45
– –
-61,103
46
– –
-124,240
47
– –
-16,985
48
– –
-7,552
49
– –
-32,000
1
2