FundX Investment Group, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
FundX Investment Group, LLC 13F Holdings
CIK 0001427261 · San Francisco, CA
As of Dec 31, 2021, FundX Investment Group, LLC reported
45 positions worth $411.0K in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| ISHARES ESG MSCI KLD 400 ETF | DSI | — | 559,905 | $52.0K | 12.66% |
| INVESCO S&P 500 PURE VALUE ETF | RPV | — | 562,977 | $45.5K | 11.07% |
| ISHARES S&P MID-CAP 400 VALUE ETF | IJJ | — | 407,912 | $45.1K | 10.98% |
| ISHARES MSCI USA QUALITY FACTOR ETF | QUAL | — | 306,735 | $44.6K | 10.86% |
| ISHARES S&P 100 ETF | OEF | — | 168,493 | $36.9K | 8.98% |
| INVESCO S&P 500 PURE GROWTH ETF | RPG | — | 173,165 | $36.5K | 8.88% |
| FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | RDVY | — | 442,153 | $22.9K | 5.57% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 37,956 |
|
5.1K3.67% |
| STATE STREET(R) SPDR(R) BLOOMBERG HIGH YIELD BOND ETF | JNK | — | 132,958 |
4.4K | 3.51% |
| VANECK SEMICONDUCTOR ETF | SMH | — | 40,565 |
2.5K | 3.05% |
| INVESCO BUYBACK ACHIEVERS ETF | PKW | — | 90,061 | $8.7K | 2.11% |
| ISHARES S&P SMALL-CAP 600 VALUE ETF | IJS | — | 77,721 | $8.1K | 1.98% |
| ISHARES RUSSELL TOP 200 GROWTH ETF | IWY | — | 39,507 | $6.8K | 1.67% |
| STATE STREET(R) SPDR(R) S&P REGIONAL BANKING(SM) ETF | KRE | — | 86,897 | $6.2K | 1.50% |
| INVESCO S&P 500 QUALITY ETF | SPHQ | — | 97,668 | $5.2K | 1.26% |
| ISHARES MORNINGSTAR GROWTH ETF | ILCG | — | 68,480 | $4.9K | 1.20% |
| ISHARES ESG OPTIMIZED MSCI USA ETF | SUSA | — | 45,124 | $4.8K | 1.17% |
| VANGUARD ENERGY INDEX FUND | VDE | — | 59,125 | $4.6K | 1.12% |
| STATE STREET(R) SPDR(R) S&P(R) RETAIL ETF | XRT | — | 42,656 | $3.9K | 0.94% |
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF | XLK | — | 19,656 | $3.4K | 0.83% |
| ISHARES ESG MSCI USA LEADERS ETF | SUSL | — | 37,769 | $3.2K | 0.78% |
| VANGUARD WORLD FUND | MGK | — | 11,452 | $3.0K | 0.73% |
| XTRACKERS MSCI USA SELECTION EQUITY ETF | USSG | — | 52,604 | $2.3K | 0.57% |
| AMPLIFY ETF TR | SWAN | — | 67,337 | $2.3K | 0.57% |
| FIDELITY NASDAQ COMPOSITE INDEX ETF | ONEQ | — | 33,738 | $2.1K | 0.50% |