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
$269M
AUM Growth
+$87.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$38.3M
2
+$24.6M
3
+$24.5M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$19.1M
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$18.3M

Top Sells

1
+$43.6M
2
+$19.8M
3
+$9.02M
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$7.4M
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$4.25M

Sector Composition

1 Healthcare 1.36%
2 Energy 0.81%
3 Financials 0.73%
4 Industrials 0.6%
5 Consumer Staples 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-6,185
52
– –
-70,400
53
– –
-33,120
54
– –
-70,465
55
– –
-3,550
56
– –
-10,000
57
– –
-23,150
58
– –
-5,852
59
– –
-3,900
1 2
3