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
$198M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
21
New
Increased
Reduced
Closed

Top Buys

1
+$56M
2
+$33.1M
3
+$16.7M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$13.8M
5
IBB icon
iShares Biotechnology ETF
IBB
+$13.4M

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$56M 28.25%
+1,106,408
2
$33.1M 16.69%
+571,215
3
$16.2M 8.17%
+550,569
4
$14M 7.08%
+822,090
5
$13.4M 6.75%
+230,991
6
$10M 5.06%
+119,936
7
$9.92M 5%
+146,700
8
$9.22M 4.65%
+640,500
9
$7.11M 3.58%
+116,000
10
$6.72M 3.39%
+141,068
11
$5.19M 2.62%
+74,300
12
$5.07M 2.56%
+60,550
13
$4.71M 2.38%
+51,717
14
$2.9M 1.46%
+26,000
15
$981K 0.49%
+21,000
16
$912K 0.46%
+39,500
17
$813K 0.41%
+23,400
18
$724K 0.37%
+6,865
19
$701K 0.35%
+35,000
20
$558K 0.28%
+23,400
21
– –
0