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
$391M
AUM Growth
-$9.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$21.9M
2
+$15.2M
3
+$13.5M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$13.3M
5
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$13M

Top Sells

1
+$29.4M
2
+$21.5M
3
+$14.9M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$13.5M
5
PIV
PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX
PIV
+$12.4M

Sector Composition

1 Energy 0.68%
2 Healthcare 0.59%
3 Industrials 0.55%
4 Financials 0.48%
5 Consumer Staples 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$46.1M 11.78%
537,464
-2,611
2
$42.3M 10.82%
501,732
-1,200
3
$36.8M 9.42%
887,556
-230,629
4
$25.9M 6.63%
389,938
+193,292
5
$21.9M 5.59%
+706,350
6
$19.1M 4.87%
305,356
+12,128
7
$19M 4.87%
234,112
-555
8
$16.7M 4.27%
665,532
+71,451
9
$16.7M 4.27%
1,050,457
+105,356
10
$15.2M 3.89%
+197,959
11
$13.5M 3.46%
+359,344
12
$13.4M 3.43%
506,883
+138,984
13
$13.3M 3.39%
+381,778
14
$13M 3.33%
+215,227
15
$12.8M 3.26%
227,673
+860
16
$12.4M 3.18%
+118,761
17
$10.5M 2.69%
694,989
+62,493
18
$7.47M 1.91%
+60,637
19
$6.46M 1.65%
+123,076
20
$4.02M 1.03%
36,300
+870
21
$3.79M 0.97%
48,214
+21,173
22
$1.99M 0.51%
+20,000
23
$1.86M 0.48%
40,974
+6,000
24
$1.44M 0.37%
10,155
+6,260
25
$1.44M 0.37%
+13,968
1
2 3