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
$240M
AUM Growth
-$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$8.25M
2
+$4.4M
3
+$1.84M
4
EWY icon
iShares MSCI South Korea ETF
EWY
+$1.03M
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$602K

Top Sells

1
+$18M
2
+$9.54M
3
+$9.45M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$6.23M
5
GLD icon
SPDR Gold Trust
GLD
+$4.84M

Sector Composition

1 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$46.9M 19.57%
185,029
+32,580
2
$36M 15.03%
176,713
-13,976
3
$25M 10.44%
79,740
-1,974
4
$23.3M 9.75%
175,493
-46,850
5
$15.5M 6.48%
142,532
-3,657
6
$9.72M 4.06%
167,620
-5,990
7
$9.13M 3.81%
83,582
+4,822
8
$8.44M 3.52%
61,103
-69,070
9
$8.34M 3.48%
89,860
-101,812
10
$7.7M 3.21%
124,240
-26,164
11
$7.55M 3.15%
58,091
-3,074
12
$6.01M 2.51%
16,985
+861
13
$4.69M 1.96%
56,696
+53,187
14
$3.97M 1.66%
24,618
-3,703
15
$3.56M 1.49%
38,157
+1,000
16
$2.92M 1.22%
41,265
+8,500
17
$2.58M 1.08%
29,235
-16,895
18
$2.44M 1.02%
74,483
+8,385
19
$2.25M 0.94%
15,964
+356
20
$1.86M 0.78%
21,905
-19,091
21
$1.84M 0.77%
+32,000
22
$1.52M 0.63%
6,291
+450
23
$1.34M 0.56%
16,324
24
$1.31M 0.55%
23,224
+6
25
$1.11M 0.46%
30,623
-5,467
1
2