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
$391M
AUM Growth
-$9.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$21.9M
2
+$15.2M
3
+$13.5M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$13.3M
5
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$13M

Top Sells

1
+$29.4M
2
+$21.5M
3
+$14.9M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$13.5M
5
PIV
PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX
PIV
+$12.4M

Sector Composition

1 Energy 0.68%
2 Healthcare 0.59%
3 Industrials 0.55%
4 Financials 0.48%
5 Consumer Staples 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-384,298
52
– –
-325,200
53
– –
-162,039
54
– –
-16,100
55
– –
-32,623
56
– –
-72,019
57
– –
-245,038
58
– –
-284,585
59
– –
-500,092
1 2
3