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FIG

FundX Investment Group Portfolio holdings

AUM $411M
1-Year Est. Return 22.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$272M
AUM Growth
-$99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$34.4M
2
+$33M
3
+$32.8M
4
SWAN icon
Amplify BlackSwan Growth & Treasure Core ETF
SWAN
+$12.5M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$10.2M

Top Sells

1
+$55.2M
2
+$38.7M
3
+$30.9M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$17.1M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$14.4M

Sector Composition

1 Consumer Discretionary 0%
2 Consumer Staples 0%
3 Energy 0%
4 Financials 0%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
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52
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53
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54
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55
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56
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-1,800
57
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-10,652
58
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-3,330
59
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-9,000
60
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61
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62
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63
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64
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65
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66
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68
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69
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70
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71
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-2,856
72
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-17,816
73
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-19,060
74
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-19,100
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