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
$286M
AUM Growth
-$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$8.78M
3
+$6.58M
4
EWX icon
SPDR S&P Emerging Markets Small Cap ETF
EWX
+$5.9M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$5.37M

Top Sells

1
+$36.8M
2
+$21.9M
3
+$19M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$13.4M
5
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$13M

Sector Composition

1 Energy 1.02%
2 Industrials 0.87%
3 Healthcare 0.78%
4 Financials 0.77%
5 Consumer Staples 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-887,556
52
– –
-36,300
53
– –
-20,000
54
– –
-6,141
1 2
3