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
$181M
AUM Growth
-$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$9.02M
3
+$4.61M
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$4.15M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.61M

Top Sells

1
+$43.4M
2
+$8.34M
3
+$6.69M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$2.33M
5
NFLX icon
Netflix
NFLX
+$1.15M

Sector Composition

1 Healthcare 1.94%
2 Financials 1.79%
3 Energy 1.39%
4 Industrials 1.11%
5 Technology 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$62.4M 34.43%
524,583
-56,234
2
$39.1M 21.58%
250,824
+75,226
3
$10.1M 5.57%
185,026
-2,741
4
$9.02M 4.98%
+70,400
5
$7.63M 4.21%
186,150
+465
6
$7.4M 4.08%
52,283
-7,082
7
$6.63M 3.66%
65,702
+41,102
8
$5.72M 3.15%
30,772
+5,399
9
$5.05M 2.78%
113,968
+1,968
10
$4.61M 2.55%
+39,361
11
$2.22M 1.22%
23,150
+3,787
12
$1.8M 0.99%
19,000
13
$1.7M 0.93%
70,465
14
$1.68M 0.92%
13,700
15
$1.61M 0.89%
+10,000
16
$1.39M 0.77%
19,000
17
$1.33M 0.73%
6,185
-10,815
18
$1.22M 0.67%
8,000
19
$1.11M 0.62%
18,684
20
$1.04M 0.58%
22,600
21
$958K 0.53%
9,000
22
$847K 0.47%
9,959
23
$791K 0.44%
3,900
24
$690K 0.38%
13,532
25
$690K 0.38%
3,330
1
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