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
$242M
AUM Growth
-$52.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$4.08M
3
+$1.97M
4
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$741K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$740K

Top Sells

1
+$31.7M
2
+$17.2M
3
+$11.5M
4
GLD icon
SPDR Gold Trust
GLD
+$6.87M
5
SHV icon
iShares Trust iShares 0-1 Year Treasury Bond ETF
SHV
+$6.19M

Sector Composition

1 Healthcare 1.38%
2 Financials 1.04%
3 Energy 1%
4 Consumer Staples 0.68%
5 Industrials 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-345,495
52
– –
-88,781
1 2
3