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
$269M
AUM Growth
+$87.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$38.3M
2
+$24.6M
3
+$24.5M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$19.1M
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$18.3M

Top Sells

1
+$43.6M
2
+$19.8M
3
+$9.02M
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$7.4M
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$4.25M

Sector Composition

1 Healthcare 1.36%
2 Energy 0.81%
3 Financials 0.73%
4 Industrials 0.6%
5 Consumer Staples 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$38.3M 14.24%
+164,060
2
$24.6M 9.15%
+251,045
3
$24.5M 9.13%
+290,533
4
$19.1M 7.1%
+188,943
5
$18.3M 6.83%
+374,479
6
$16M 5.96%
+343,388
7
$13.2M 4.92%
351,096
+237,128
8
$13.1M 4.86%
99,743
-151,081
9
$9.27M 3.45%
+103,537
10
$9.06M 3.37%
+180,730
11
$9.03M 3.36%
90,050
-434,533
12
$8.48M 3.16%
156,308
-28,718
13
$6.88M 2.56%
+62,391
14
$6.23M 2.32%
40,386
+9,614
15
$6.19M 2.31%
178,405
-7,745
16
$4.98M 1.85%
+97,992
17
$4.1M 1.53%
+45,949
18
$3.95M 1.47%
+249,092
19
$3.94M 1.47%
+109,105
20
$3.33M 1.24%
+38,450
21
$2.94M 1.09%
+42,638
22
$2.29M 0.85%
+82,190
23
$1.75M 0.65%
19,000
24
$1.64M 0.61%
+30,900
25
$1.6M 0.6%
+11,982
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