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
$964K
AUM Growth
-$176M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$48.8K
2
+$28K
3
+$24K
4
PKW icon
Invesco BuyBack Achievers ETF
PKW
+$10.6K
5
XHB icon
SPDR S&P Homebuilders ETF
XHB
+$6.23K

Top Sells

1
+$9.49M
2
+$6.39M
3
+$2.39M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$1.95M
5
EWY icon
iShares MSCI South Korea ETF
EWY
+$1.43M

Sector Composition

1 Technology 0.08%
2 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$738K 76.61%
13,100
2
$48.8K 5.07%
+500,336
3
$46.4K 4.82%
100,480
+60,721
4
$24K 2.49%
+66,072
5
$15.3K 1.59%
10,012
-96,260
6
$11K 1.14%
4,516
-8,067
7
$10.6K 1.1%
+56,286
8
$6.42K 0.67%
2,785
9
$6.23K 0.65%
+65,173
10
$5.17K 0.54%
448
-57
11
$5.08K 0.53%
+632,516
12
$4.77K 0.5%
83,730
-1,518
13
$4.67K 0.48%
8,730
-515,826
14
$3.83K 0.4%
69,787
-93,538
15
$3.19K 0.33%
34,358
-59,541
16
$2.92K 0.3%
2,628
17
$2.56K 0.27%
16,324
18
$2.49K 0.26%
22,808
-12,216
19
$2.32K 0.24%
+29,561
20
$2.32K 0.24%
440,527
+433,931
21
$2.24K 0.23%
15,657
-23,268
22
$1.56K 0.16%
38,514
+32,594
23
$1.56K 0.16%
39,995
-871
24
$1.29K 0.13%
13,928
-58
25
$1.27K 0.13%
67,806
-12,016
1
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