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
$202M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$8.34M
3
+$5.37M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$3.47M
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$2.32M

Top Sells

1
+$11.4M
2
+$5.38M
3
+$4.49M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.73M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.7M

Sector Composition

1 Healthcare 1.59%
2 Financials 1.53%
3 Energy 1.27%
4 Industrials 0.98%
5 Consumer Staples 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$63.7M 31.55%
580,817
-13,491
2
$43.4M 21.5%
178,933
-22,159
3
$25.3M 12.5%
175,598
-12,049
4
$10.3M 5.09%
+187,767
5
$8.34M 4.13%
+300,458
6
$8.17M 4.05%
59,365
+38,988
7
$6.78M 3.36%
185,685
+37,400
8
$4.55M 2.25%
112,000
9
$4.36M 2.16%
25,373
-26,162
10
$3.47M 1.72%
+17,000
11
$2.32M 1.15%
+24,600
12
$1.84M 0.91%
19,363
+1,337
13
$1.76M 0.87%
19,000
-131
14
$1.73M 0.86%
13,700
15
$1.62M 0.8%
+70,465
16
$1.16M 0.57%
19,000
-131
17
$1.15M 0.57%
2,949
+1,085
18
$1.13M 0.56%
+47,182
19
$1.08M 0.54%
8,000
20
$1.05M 0.52%
18,684
21
$991K 0.49%
22,600
22
$882K 0.44%
9,000
23
$824K 0.41%
9,959
24
$730K 0.36%
13,532
25
$716K 0.35%
3,900
1
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