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
$245M
AUM Growth
+$7.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$47.6M
2
+$47.1M
3
+$45.5M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$26.1M
5
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$9.72M

Top Sells

1
+$45.8M
2
+$18.8M
3
+$16.7M
4
KRE icon
SPDR S&P Regional Banking ETF
KRE
+$13.3M
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$12.6M

Sector Composition

1 Financials 1.1%
2 Healthcare 1.08%
3 Industrials 0.99%
4 Energy 0.89%
5 Consumer Staples 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-193,100
52
– –
-244,237
53
– –
-12,500
54
– –
-735,832
55
– –
-257,887
56
– –
-99,521
57
– –
-5,700
58
– –
-395,806
1 2
3