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
-$7.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$4.16M
2
+$2.37M
3
+$1.5M
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$1.42M

Top Sells

1
+$9.72M
2
+$5.15M
3
+$2.91M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$2.32M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$2.27M

Sector Composition

1 Healthcare 1.28%
2 Financials 1.21%
3 Industrials 1.02%
4 Energy 1%
5 Consumer Staples 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$49.5M 20.82%
848,973
-13,527
2
$48.6M 20.43%
507,825
-21,934
3
$47.1M 19.8%
1,004,752
-22,525
4
$25M 10.53%
239,109
-21,684
5
$13.8M 5.8%
94,832
-20,033
6
$10.6M 4.46%
227,574
-468
7
$8.04M 3.38%
185,646
+32,778
8
$6.28M 2.64%
90,912
-9,431
9
$5.79M 2.43%
80,138
+57,575
10
$4.45M 1.87%
152,070
-3,140
11
$2.37M 0.99%
+52,807
12
$1.69M 0.71%
19,000
13
$1.61M 0.68%
13,700
14
$1.5M 0.63%
+17,370
15
$1.19M 0.5%
10,298
16
$1.02M 0.43%
22,600
17
$1.02M 0.43%
19,444
-5,698
18
$1.01M 0.43%
19,000
19
$998K 0.42%
8,000
20
$814K 0.34%
9,000
21
$774K 0.33%
9,440
22
$717K 0.3%
13,532
23
$620K 0.26%
3,900
24
$545K 0.23%
3,330
25
$460K 0.19%
4,817
1
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