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
$260M
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$23.4M
3
+$17.5M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$14.1M
5
BND icon
Vanguard Total Bond Market
BND
+$4.07M

Top Sells

1
+$16.5M
2
+$16.2M
3
+$16.1M
4
SWAN icon
Amplify BlackSwan Growth & Treasure Core ETF
SWAN
+$11.4M
5
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$7.4M

Sector Composition

1 Technology 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$35.4M 13.59%
190,689
+126,050
2
$34.7M 13.34%
152,449
+106,911
3
$27M 10.38%
222,343
+116,547
4
$22.7M 8.73%
81,714
-7,147
5
$18M 6.9%
152,067
+12,964
6
$17.9M 6.89%
191,672
+16,105
7
$17.5M 6.74%
+130,173
8
$15.2M 5.86%
146,189
+9,392
9
$9.29M 3.57%
173,610
+3,200
10
$9.14M 3.52%
150,404
-121,776
11
$7.14M 2.74%
61,165
-9,453
12
$6.86M 2.64%
78,760
-854
13
$5.02M 1.93%
16,124
-5,871
14
$4.84M 1.86%
27,354
-276
15
$4.17M 1.61%
28,321
-802
16
$4.07M 1.56%
+46,130
17
$3.09M 1.19%
40,996
+8,440
18
$2.99M 1.15%
37,157
+10,000
19
$2.09M 0.81%
66,098
-360,034
20
$2.04M 0.78%
32,765
21
$1.74M 0.67%
+15,608
22
$1.3M 0.5%
+36,090
23
$1.29M 0.5%
23,218
+4
24
$1.27M 0.49%
5,841
+3,420
25
$1.2M 0.46%
16,324
1
2