$400 Million is the total value of FundX Investment Group, LLC's 31 reported holdings in Q2 2016. The portfolio turnover from Q1 2016 to Q2 2016 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GLD | Exit | SPDR GOLD TRUST | $0 | – | -11,000 | -100.0% | -0.32% | – |
| GDX | Exit | MARKET VECTORS ETF TRgold miner etf | $0 | – | -101,100 | -100.0% | -0.50% | – |
| XLK | Exit | SELECT SECTOR SPDR TRtechnology | $0 | – | -58,204 | -100.0% | -0.64% | – |
| OEF | Exit | ISHARES TRs&p 100 etf | $0 | – | -90,616 | -100.0% | -2.06% | – |
| XLY | Exit | SELECT SECTOR SPDR TRsbi cons discr | $0 | – | -201,627 | -100.0% | -3.97% | – |
| IWF | Exit | ISHARES TRrus 1000 grw etf | $0 | – | -219,751 | -100.0% | -5.46% | – |
| MBB | Exit | ISHARES TRmbs etf | $0 | – | -225,970 | -100.0% | -6.16% | – |
| EFAV | Exit | ISHARES TReafe min vol etf | $0 | – | -456,400 | -100.0% | -7.55% | – |
| QQQ | Exit | POWERSHARES QQQ TRUSTunit ser 1 | $0 | – | -355,413 | -100.0% | -9.66% | – |
| IVW | Exit | ISHARES TRs&p 500 grwt etf | $0 | – | -426,187 | -100.0% | -12.30% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-07-22
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 24 | Q4 2021 | 1.2% |
| GENERAL ELECTRIC CO | 24 | Q4 2019 | 0.6% |
| HOME DEPOT INC | 23 | Q4 2019 | 0.4% |
| COSTCO WHSL CORP NEW | 22 | Q4 2019 | 0.2% |
| ISHARES TR | 21 | Q4 2021 | 34.4% |
| ISHARES TR | 20 | Q4 2021 | 21.6% |
| APPLE INC | 20 | Q4 2021 | 0.6% |
| VANGUARD WORLD FD | 19 | Q4 2021 | 15.0% |
| ISHARES TR | 18 | Q4 2021 | 21.8% |
| EXXON MOBIL CORP | 17 | Q4 2019 | 0.6% |
View FundX Investment Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2022-01-26 |
| 13F-HR | 2021-11-03 |
| 13F-HR | 2021-07-27 |
| 13F-HR | 2021-05-04 |
| 13F-HR | 2021-02-08 |
| 13F-HR | 2020-10-29 |
| 13F-HR | 2020-08-11 |
| 13F-HR | 2020-04-24 |
| 13F-HR | 2020-02-03 |
| 13F-HR | 2019-11-08 |
View FundX Investment Group, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.