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
$282M
AUM Growth
+$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$34.1M
2
+$24.4M
3
+$17M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$6.14M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$4.72M

Top Sells

1
+$25.9M
2
+$12.8M
3
+$7.71M
4
ICF icon
iShares Select U.S. REIT ETF
ICF
+$5.3M
5
VPU icon
Vanguard Utilities ETF
VPU
+$3.67M

Sector Composition

1 Healthcare 1.26%
2 Financials 0.89%
3 Energy 0.81%
4 Consumer Staples 0.62%
5 Technology 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$40M 14.2%
690,591
-777
2
$34.1M 12.11%
+267,524
3
$31.6M 11.21%
263,971
+18,192
4
$25M 8.88%
296,248
+26,984
5
$24.4M 8.66%
+380,285
6
$19.8M 7.02%
174,768
-641
7
$19.5M 6.94%
179,452
+392
8
$17M 6.03%
+151,017
9
$12.3M 4.37%
77,008
-384
10
$11.7M 4.16%
199,213
+625
11
$6.14M 2.18%
+229,777
12
$4.72M 1.68%
+58,646
13
$4.67M 1.66%
+110,794
14
$4.18M 1.49%
+30,120
15
$3.16M 1.12%
44,752
16
$2.57M 0.91%
39,679
-45,774
17
$2.3M 0.82%
10,680
+8,608
18
$1.67M 0.59%
11,022
19
$1.63M 0.58%
13,700
20
$1.59M 0.56%
19,000
21
$1.44M 0.51%
19,000
22
$1.23M 0.44%
22,600
23
$1.06M 0.38%
9,000
24
$1.01M 0.36%
8,000
25
$1.01M 0.36%
16,324
1
2 3