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
$295M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$18.2M
3
+$14.4M
4
GLD icon
SPDR Gold Trust
GLD
+$6.87M
5
ICF icon
iShares Select U.S. REIT ETF
ICF
+$4.15M

Top Sells

1
+$13.2M
2
+$10.9M
3
+$9.86M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$6.95M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$4.98M

Sector Composition

1 Healthcare 1.15%
2 Energy 0.83%
3 Financials 0.81%
4 Industrials 0.61%
5 Consumer Staples 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-45,949
52
– –
-42,638
53
– –
-13,062
54
– –
-109,105
55
– –
-249,092
56
– –
-82,190
57
– –
-97,992
58
– –
-38,450
59
– –
-14,361
1 2
3