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
$272M
AUM Growth
-$99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$34.9M
2
+$33.2M
3
+$33.1M
4
SWAN icon
Amplify BlackSwan Growth & Treasure Core ETF
SWAN
+$12.3M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$10.8M

Top Sells

1
+$55.2M
2
+$32.5M
3
+$30.9M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$14.8M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$13.6M

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
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74
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