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Home > Institutional Investor > Fundx Investment Group, Llc > Profile

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
 559,905 $52,026,000 12.65%
2.
Invesco Exchange Traded Fd T
 562,977 $45,505,000 11.07%
3.
Ishares Trust
 IEF 407,912 $45,148,000 10.98%
4.
Ishares Tr
 306,735 $44,648,000 10.86%
5.
Ishares Trust
 IEF 168,493 $36,922,000 8.98%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)