FIG
FundX Investment Group Portfolio holdings
AUM
$411M
This Quarter Return
+4.98%
1 Year Return
+22.06%
3 Year Return
+94.6%
5 Year Return
+150.37%
10 Year Return
–
AUM
$400M
AUM Growth
+$400M
(-0.36%)
Cap. Flow
-$11.1M
Cap. Flow
% of AUM
-2.78%
Top 10 Holdings %
Top 10 Hldgs %
66.75%
Holding
40
New
15
Increased
12
Reduced
3
Closed
9
Top Buys
| 1 |
SPDR S&P Dividend ETF
SDY
|
$42.2M |
| 2 |
iShares Core High Dividend ETF
HDV
|
$17.6M |
| 3 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
$17.1M |
| 4 |
WisdomTree US SmallCap Dividend Fund
DES
|
$14.2M |
| 5 |
Vanguard Total International Bond ETF
BNDX
|
$12.6M |
Top Sells
| 1 |
iShares S&P 500 Growth ETF
IVW
|
$49.4M |
| 2 |
Invesco QQQ Trust
QQQ
|
$38.8M |
| 3 |
iShares MSCI EAFE Min Vol Factor ETF
EFAV
|
$30.3M |
| 4 |
iShares MBS ETF
MBB
|
$24.7M |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
$21.9M |
Sector Composition
| 1 | Industrials | 0.15% |
| 2 | Consumer Discretionary | 0.11% |
| 3 | Consumer Staples | 0.07% |
