FIG

FundX Investment Group Portfolio holdings

AUM $411M
1-Year Est. Return 22.06%
This Fund
S&P 500
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
51
– –
-6,331
52
– –
-9,000
53
– –
-1,800
54
– –
-19,100
55
– –
-19,060
56
– –
-17,816
57
– –
-60,654
58
– –
-27,500
59
– –
-5,519
60
– –
-17,280
61
– –
-800
62
– –
-746,942
63
– –
-30,200
64
– –
-291,918
65
– –
-2,088
66
– –
-8,000
67
– –
-1,832
68
– –
-3,267
69
– –
-13,978
70
– –
-92,189
71
– –
-23,106
72
– –
-14,600
73
– –
-71,662
74
– –
-196,885
1 2
3