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
$964K
AUM Growth
-$176M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$48.8K
2
+$28K
3
+$24K
4
PKW icon
Invesco BuyBack Achievers ETF
PKW
+$10.6K
5
XHB icon
SPDR S&P Homebuilders ETF
XHB
+$6.23K

Top Sells

1
+$9.49M
2
+$6.39M
3
+$2.39M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$1.95M
5
EWY icon
iShares MSCI South Korea ETF
EWY
+$1.43M

Sector Composition

1 Technology 0.08%
2 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.23K 0.13%
+29,806
27
$1.19K 0.12%
22,074
-1,246
28
$1.12K 0.12%
17,535
+12,810
29
$1.08K 0.11%
+32,302
30
$942 0.1%
139,032
-1,664
31
$764 0.08%
+28,171
32
$757 0.08%
27,168
+9,012
33
$738 0.08%
8,194
-84
34
$483 0.05%
95,009
+8,347
35
$416 0.04%
2,814
-1,619
36
$388 0.04%
10,811
-244
37
$220 0.02%
23,224
-1,337
38
– –
-5,298
39
– –
-3,845
40
– –
-15,968
41
– –
-31,563
42
– –
-6,496
43
– –
-3,820
44
– –
-93,198
45
– –
-4,804
46
– –
-13,022
47
– –
-11,000
48
– –
-17,598
1
2