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
$286M
AUM Growth
-$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$8.78M
3
+$6.58M
4
EWX icon
SPDR S&P Emerging Markets Small Cap ETF
EWX
+$5.9M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$5.37M

Top Sells

1
+$36.8M
2
+$21.9M
3
+$19M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$13.4M
5
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$13M

Sector Composition

1 Energy 1.02%
2 Industrials 0.87%
3 Healthcare 0.78%
4 Financials 0.77%
5 Consumer Staples 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$44.8M 15.68%
505,664
-31,800
2
$40M 14.01%
467,584
-34,148
3
$28.5M 9.98%
392,618
+2,680
4
$18.5M 6.49%
264,758
-40,598
5
$18.1M 6.32%
654,996
-10,536
6
$17.6M 6.16%
1,038,808
-11,649
7
$16.1M 5.64%
135,302
+16,541
8
$15.6M 5.47%
194,359
-3,600
9
$13.2M 4.62%
+237,650
10
$13.1M 4.6%
366,828
-14,950
11
$8.78M 3.07%
+215,584
12
$6.58M 2.3%
+197,397
13
$6.05M 2.12%
169,100
-190,244
14
$5.9M 2.06%
+148,440
15
$5.37M 1.88%
+231,000
16
$3.63M 1.27%
45,197
-3,017
17
$2.69M 0.94%
39,194
+25,144
18
$2.26M 0.79%
19,044
+11,000
19
$2.12M 0.74%
+60,601
20
$1.64M 0.58%
13,968
21
$1.54M 0.54%
10,155
22
$1.27M 0.45%
5,700
23
$1.26M 0.44%
14,016
24
$1.19M 0.42%
25,884
-15,090
25
$1.19M 0.42%
19,000
1
2 3