Instuitional Investor - Fundx Investment Group, Llc
Fund Profile
Filing Period:
| Fund Name: | Fundx Investment Group, Llc |
| Portfolio Value | $411,035,000 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Tr - MSCI KLD400 SOC | 559,905 | $52,026,000 | 12.65% | |
| 2. | Invesco Exchange Traded Fd T - S&P500 PUR VAL | 562,977 | $45,505,000 | 11.07% | |
| 3. | IEF | 407,912 | $45,148,000 | 10.98% | |
| 4. | Ishares Tr - MSCI USA QLT FCT | 306,735 | $44,648,000 | 10.86% | |
| 5. | IEF | 168,493 | $36,922,000 | 8.98% |
