FIG
FundX Investment Group Portfolio holdings
AUM
$411M
This Quarter Return
+4.54%
1 Year Return
+22.06%
3 Year Return
+94.6%
5 Year Return
+150.37%
10 Year Return
–
AUM
$371M
AUM Growth
+$371M
(+32%)
Cap. Flow
+$84.9M
Cap. Flow
% of AUM
22.88%
Top 10 Holdings %
Top 10 Hldgs %
74.04%
Holding
67
New
23
Increased
15
Reduced
9
Closed
7
Top Buys
| 1 |
VanEck Morningstar Wide Moat ETF
MOAT
|
$48.5M |
| 2 |
Invesco Large Cap Value ETF
PWV
|
$30.9M |
| 3 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$21M |
| 4 |
Invesco QQQ Trust
QQQ
|
$13.5M |
| 5 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
$10.2M |
Top Sells
| 1 |
Vanguard Dividend Appreciation ETF
VIG
|
$14.7M |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
$12.3M |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$11.9M |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
$11.7M |
| 5 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$11.3M |
Sector Composition
| 1 | Healthcare | 1.08% |
| 2 | Financials | 0.93% |
| 3 | Energy | 0.72% |
| 4 | Technology | 0.61% |
| 5 | Industrials | 0.53% |
