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
$238M
AUM Growth
-$47.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$13.2M
3
+$9.11M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$7.04M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$3.91M

Top Sells

1
+$44.7M
2
+$32.4M
3
+$15.3M
4
EWX icon
SPDR S&P Emerging Markets Small Cap ETF
EWX
+$6.29M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$6.05M

Sector Composition

1 Energy 1.11%
2 Financials 1.05%
3 Industrials 1.01%
4 Healthcare 1.01%
5 Consumer Staples 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$45.8M 19.27%
617,520
+224,902
2
$18.9M 7.96%
160,218
+24,916
3
$18.8M 7.92%
271,642
+6,884
4
$15.8M 6.62%
118,999
+99,955
5
$14.8M 6.2%
370,084
+3,256
6
$13.3M 5.61%
244,237
+6,587
7
$12.6M 5.29%
151,459
-42,900
8
$12.6M 5.28%
735,832
-302,976
9
$9.39M 3.95%
395,806
+164,806
10
$9.11M 3.83%
+257,887
11
$8.77M 3.69%
99,521
-368,063
12
$8.55M 3.6%
228,306
+30,909
13
$7.92M 3.33%
193,100
-22,484
14
$7.04M 2.96%
+34,099
15
$3.97M 1.67%
57,407
+18,213
16
$3.9M 1.64%
+12,500
17
$2.29M 0.96%
85,359
-569,637
18
$2.06M 0.87%
+60,315
19
$1.97M 0.83%
50,000
-10,601
20
$1.51M 0.64%
+11,000
21
$1.5M 0.63%
13,968
22
$1.45M 0.61%
10,155
23
$1.35M 0.57%
14,814
-490,850
24
$1.34M 0.57%
5,700
25
$1.27M 0.53%
25,884
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