Latest statistics and disclosures from FundX Investment's latest quarterly 13F-HR filing:
- Top 5 stock holdings are Invesco S&p 500 Low Volatility Etf, DIA, VIG, Ishares High Dividend Equity F, AGG, and represent 46.78% of FundX Investment's stock portfolio.
- Added to shares of these 10 stocks: AGG (+$18.71M), Pimco Total Return Etf totl (+$18.17M), Invesco S&p 500 Low Volatility Etf (+$14.42M), GLD (+$6.87M), ICF, VWO, VPU, XLU, IWP, Vanguard Charlotte Fds intl bd idx etf.
- Started 11 new stock positions in GLD, AGG, IWP, FDN, Pimco Total Return Etf totl, Vaneck Vectors Gold Miners mutual, VPU, AMP, VWO, IDU. SHY.
- Reduced shares in these 10 stocks: MINT (-$13.21M), DIA (-$10.85M), Ishares Tr Msci Usa Momentum Factor (-$9.86M), Invesco Qqq Trust Series 1 (-$6.95M), , DVY, Invesco Exchange Traded Fd Tr etf, IYH, J P Morgan Exchange Traded F ultra shrt, IWF.
- Sold out of its positions in CVS, FXH, Invesco Exchange W&p 500 Qualit equities, Invesco Exchange Traded Fd Tr etf, DVY, IYH, IJT, XLV, XLP, XLY.
- FundX Investment was a net buyer of stock by $3.20M.
- FundX Investment has $294.65M in assets under management (AUM), growing by 9.69%.
Companies in the FundX Investment portfolio as of March 2019 quarter
Past 13F-HR SEC Filings by FundX Investment
- FundX Investment 2018 Q4 filed Feb. 14, 2019
- FundX Investment 2018 Q3 filed Oct. 23, 2018
- FundX Investment 2018 Q2 filed Aug. 10, 2018
- FundX Investment 2018 Q1 filed April 24, 2018
- FundX Investment 2017 Q4 filed Feb. 13, 2018
- FundX Investment 2017 Q2 filed Aug. 7, 2017
- FundX Investment 2017 Q1 filed May 12, 2017
- FundX Investment 2016 Q4 filed Feb. 8, 2017
- FundX Investment 2016 Q3 filed Nov. 7, 2016
- FundX Investment 2016 Q2 filed July 22, 2016
- FundX Investment 2016 Q1 filed May 9, 2016
- FundX Investment 2015 Q4 filed Feb. 10, 2016
- FundX Investment 2015 Q2 filed Aug. 11, 2015
- FundX Investment 2015 Q1 filed April 30, 2015
- FundX Investment 2014 Q4 filed Jan. 29, 2015
- FundX Investment 2014 Q3 filed Nov. 4, 2014
- FundX Investment 2014 Q2 filed Aug. 1, 2014
- FundX Investment 2014 Q1 filed April 28, 2014
- FundX Investment 2013 Q4 filed Jan. 28, 2014