FundX Investment Group, LLC

data from 31/12/2021

Capitalization

$ 411.035 M 94.21 %

Average holding period

5 ans

Performance

$ -840.464 M -93 078.44 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in FundX Investment Group, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2021/12/31 DSI ISHARES TR 12.66% 52.026 M $ 559905 2021/12/31 0.000 $ 0.00 %
2021/12/31 RPV INVESCO EXCHANGE TRADED FD T 11.07% 45.505 M $ 562977 2021/06/30 3.015 M $ 6.62 %
2021/12/31 IJJ ISHARES TR 10.98% 45.148 M $ 407912 2021/03/31 3.131 M $ 7.41 %
2021/12/31 QUAL ISHARES TR 10.86% 44.648 M $ 306735 2021/12/31 0.000 $ 0.00 %
2021/12/31 OEF ISHARES TR 8.98% 36.922 M $ 168493 2021/12/31 0.000 $ 0.00 %
2021/12/31 RPG INVESCO EXCHANGE TRADED FD T 8.88% 36.507 M $ 173165 2021/09/30 260.263 K $ 9.48 %
2021/12/31 RDVY FIRST TR EXCHANGE-TRADED FD 5.57% 22.899 M $ 442153 2021/06/30 2.001 M $ 9.10 %
2021/12/31 QQQ INVESCO QQQ TR 3.67% 15.101 M $ 37956 2018/06/30 898.921 K $ 11.14 %
2021/12/31 JNK SPDR SER TR 3.51% 14.435 M $ 132958 2019/12/31 -105.473 K $ -0.72 %
2021/12/31 SMH VANECK ETF TRUST 3.05% 12.526 M $ 40565 2019/12/31 2.117 M $ 20.49 %
2021/12/31 PKW INVESCO EXCHANGE TRADED FD T 2.11% 8.691 M $ 90061 2021/06/30 401.822 K $ 7.03 %
2021/12/31 IJS ISHARES TR 1.98% 8.121 M $ 77721 2021/03/31 319.042 K $ 3.79 %
2021/12/31 IWY ISHARES TR 1.67% 6.849 M $ 39507 2020/06/30 764.436 K $ 13.55 %
2021/12/31 KRE SPDR SER TR 1.50% 6.157 M $ 86897 2021/03/31 272.601 K $ 4.58 %
2021/12/31 SPHQ INVESCO EXCHANGE TRADED FD T 1.26% 5.197 M $ 97668 2021/12/31 0.000 $ 0.00 %
2021/12/31 ILCG ISHARES TR 1.20% 4.918 M $ 68480 2020/06/30 429.369 K $ 9.56 %
2021/12/31 SUSA ISHARES TR 1.17% 4.794 M $ 45124 2016/06/30 168.137 K $ 10.74 %
2021/12/31 VDE VANGUARD WORLD FDS 1.12% 4.589 M $ 59125 2021/03/31 0.000 $ 0.00 %
2021/12/31 XRT SPDR SER TR 0.94% 3.851 M $ 42656 2021/06/30 -1.931 K $ -0.03 %
2021/12/31 XLK SELECT SECTOR SPDR TR 0.83% 3.418 M $ 19656 2019/09/30 64.517 K $ 16.46 %
2021/12/31 SUSL ISHARES TR 0.78% 3.187 M $ 37769 2021/12/31 0.000 $ 0.00 %
2021/12/31 MGK VANGUARD WORLD FD 0.73% 2.986 M $ 11452 2019/12/31 293.322 K $ 11.06 %
2021/12/31 USSG DBX ETF TR 0.57% 2.335 M $ 52604 2021/12/31 0.000 $ 0.00 %
2021/12/31 SWAN AMPLIFY ETF TR 0.57% 2.326 M $ 67337 2020/03/31 20.884 K $ 0.91 %
2021/12/31 ONEQ FIDELITY COMWLTH TR 0.50% 2.055 M $ 33738 2020/06/30 61.831 K $ 8.40 %
2021/12/31 ICF ISHARES TR 0.38% 1.561 M $ 20520 2021/12/31 0.000 $ 0.00 %
2021/12/31 VBR VANGUARD INDEX FDS 0.38% 1.556 M $ 8700 2021/12/31 0.000 $ 0.00 %
2021/12/31 VUG VANGUARD INDEX FDS 0.37% 1.529 M $ 4765 2020/03/31 144.646 K $ 10.59 %
2021/12/31 AAPL APPLE INC 0.35% 1.455 M $ 8194 2016/09/30 295.557 K $ 25.50 %
2021/12/31 IYE ISHARES TR 0.33% 1.337 M $ 44431 2021/12/31 0.000 $ 0.00 %
2021/12/31 BGRN ISHARES TR 0.26% 1.073 M $ 19776 2020/06/30 -12.104 K $ -1.11 %
2021/12/31 IWF ISHARES TR 0.21% 860.000 K $ 2815 2020/06/30 88.781 K $ 11.52 %
2021/12/31 VV VANGUARD INDEX FDS 0.20% 807.000 K $ 3650 2021/12/31 0.000 $ 0.00 %
2021/12/31 VTI VANGUARD INDEX FDS 0.19% 797.000 K $ 3300 2021/12/31 0.000 $ 0.00 %
2021/12/31 GRID FIRST TR EXCHANGE TRADED FD 0.17% 718.000 K $ 6992 2021/09/30 79.655 K $ 10.87 %
2021/12/31 SPYG SPDR SER TR 0.15% 626.000 K $ 8636 2021/09/30 112.097 K $ 13.20 %
2021/12/31 IWN ISHARES TR 0.14% 577.000 K $ 3474 2021/06/30 149.079 K $ 3.63 %
2021/12/31 MTUM ISHARES TR 0.12% 506.000 K $ 2785 2017/06/30 17.322 K $ 3.54 %
2021/12/31 SCHG SCHWAB STRATEGIC TR 0.12% 488.000 K $ 2981 2019/12/31 46.742 K $ 10.60 %
2021/12/31 PHO INVESCO EXCHANGE TRADED FD T 0.10% 400.000 K $ 6578 2021/09/30 351.985 K $ 11.18 %
2021/12/31 IVW ISHARES TR 0.09% 384.000 K $ 4595 2021/09/30 129.993 K $ 13.21 %
2021/12/31 SDG ISHARES TR 0.09% 350.000 K $ 3857 2020/03/31 -73.442 K $ -5.52 %
2021/12/31 VOT VANGUARD INDEX FDS 0.08% 323.000 K $ 1269 2021/12/31 0.000 $ 0.00 %
2021/12/31 AMZN AMAZON COM INC 0.07% 290.000 K $ 87 2021/12/31 0.000 $ 0.00 %
2021/12/31 RSP INVESCO EXCHANGE TRADED FD T 0.05% 207.000 K $ 1269 2021/12/31 0.000 $ 0.00 %
2021/12/31 CWB SPDR SER TR 0.00% 0.000 $ 0 2020/03/31 0.000 $ 0.00 %
2021/12/31 NUMV NUSHARES ETF TR 0.00% 0.000 $ 0 2021/06/30 0.000 $ 0.00 %
2021/12/31 XHB SPDR SER TR 0.00% 0.000 $ 0 2020/12/31 0.000 $ 0.00 %