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
$282M
AUM Growth
+$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$34.1M
2
+$24.4M
3
+$17M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$6.14M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$4.72M

Top Sells

1
+$25.9M
2
+$12.8M
3
+$7.71M
4
ICF icon
iShares Select U.S. REIT ETF
ICF
+$5.3M
5
VPU icon
Vanguard Utilities ETF
VPU
+$3.67M

Sector Composition

1 Healthcare 1.26%
2 Financials 0.89%
3 Energy 0.81%
4 Consumer Staples 0.62%
5 Technology 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-21,615
52
– –
-27,592
1 2
3