$269 Million is the total value of FundX Investment Group, LLC's 48 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was 64.7% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
IWF | Sell | ISHARES TRrus 1000 grw etf | $13,057,000 | -66.6% | 99,743 | -60.2% | 4.86% | -77.5% |
MTUM | Sell | ISHARES TRusa momentum fct | $9,026,000 | -85.5% | 90,050 | -82.8% | 3.36% | -90.2% |
BNDX | Sell | VANGUARD CHARLOTTE FDSintl bd idx etf | $8,480,000 | -16.0% | 156,308 | -15.5% | 3.16% | -43.3% |
IGV | Sell | ISHARES TRexpanded tech | $6,192,000 | -18.9% | 35,681 | -4.2% | 2.30% | -45.2% |
XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $1,422,000 | -69.2% | 14,361 | -63.5% | 0.53% | -79.2% |
IJT | Sell | ISHARES TRs&p sml 600 gwt | $1,054,000 | -84.1% | 6,531 | -80.1% | 0.39% | -89.3% |
NVDA | Exit | NVIDIA CORP | $0 | – | -828 | -100.0% | -0.13% | – |
AMP | Exit | AMERIPRISE FINL INC | $0 | – | -1,800 | -100.0% | -0.15% | – |
SHY | Exit | ISHARES TR1 3 yr treas bd | $0 | – | -3,550 | -100.0% | -0.16% | – |
XRT | Exit | SPDR SERIES TRUSTs&p retail etf | $0 | – | -5,852 | -100.0% | -0.16% | – |
AET | Exit | AETNA INC NEW | $0 | – | -3,900 | -100.0% | -0.44% | – |
IWO | Exit | ISHARES TRrus 2000 grw etf | $0 | – | -6,185 | -100.0% | -0.73% | – |
VUG | Exit | VANGUARD INDEX FDSgrowth etf | $0 | – | -10,000 | -100.0% | -0.89% | – |
RPG | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $0 | – | -14,093 | -100.0% | -0.94% | – |
XBI | Exit | SPDR SERIES TRUSTs&p biotech | $0 | – | -23,150 | -100.0% | -1.22% | – |
FDN | Exit | FIRST TR EXCHANGE TRADED FDdj internt idx | $0 | – | -52,283 | -100.0% | -4.08% | – |
MGK | Exit | VANGUARD WORLD FDmega grwth ind | $0 | – | -70,400 | -100.0% | -4.98% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-02-14
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.