FundX Investment Group as of Dec. 31, 2017
Portfolio Holdings for FundX Investment Group
FundX Investment Group holds 39 positions in its portfolio as reported in the December 2017 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Ishares Tr Msci Usa Momentum Factor (MTUM) | 30.3 | $60M | 584k | 103.13 | |
SPDR Dow Jones Industrial Average ETF (DIA) | 28.2 | $56M | 226k | 247.38 | |
iShares Russell 1000 Growth Index (IWF) | 10.4 | $21M | 154k | 134.68 | |
Vaneck Vectors Semiconductor Etf semiconductor (SMH) | 5.5 | $11M | 112k | 97.81 | |
iShares MSCI Cntry Asa Jpn Idx Fnd (AAXJ) | 3.0 | $6.0M | 79k | 76.27 | |
iShares S&P NA Tec.-SW. Idx. Fund (IGV) | 2.4 | $4.7M | 30k | 154.55 | |
Ishares Msci Italy Capped Et etp (EWI) | 2.3 | $4.6M | 151k | 30.44 | |
Spdr Euro Stoxx 50 Etf (FEZ) | 1.5 | $3.0M | 73k | 40.71 | |
iShares MSCI EMU Index (EZU) | 1.4 | $2.8M | 64k | 43.38 | |
PowerShares QQQ Trust, Series 1 | 1.3 | $2.6M | 17k | 155.78 | |
iShares Dow Jones US Home Const. (ITB) | 1.1 | $2.3M | 52k | 43.72 | |
Abbvie (ABBV) | 0.9 | $1.8M | 19k | 96.68 | |
Chevron Corporation (CVX) | 0.9 | $1.8M | 14k | 125.20 | |
iShares S&P SmallCap 600 Growth (IJT) | 0.8 | $1.7M | 9.7k | 170.18 | |
SPDR S&P Biotech (XBI) | 0.8 | $1.6M | 19k | 84.89 | |
Spdr S&p 500 Etf (SPY) | 0.8 | $1.5M | 5.7k | 266.84 | |
SPDR S&P Homebuilders (XHB) | 0.7 | $1.3M | 30k | 44.27 | |
iShares Dow Jones US Financial Svc. (IYG) | 0.7 | $1.3M | 10k | 130.50 | |
Caterpillar (CAT) | 0.6 | $1.3M | 8.0k | 157.62 | |
Exxon Mobil Corporation (XOM) | 0.6 | $1.2M | 14k | 83.62 | |
Abbott Laboratories (ABT) | 0.6 | $1.1M | 19k | 57.05 | |
iShares FTSE KLD Select Scil Idx (SUSA) | 0.5 | $1.1M | 9.7k | 111.09 | |
Coca-Cola Company (KO) | 0.5 | $1.0M | 23k | 45.88 | |
American Express Company (AXP) | 0.5 | $894k | 9.0k | 99.33 | |
iShares S&P SmallCap 600 Value Idx (IJS) | 0.4 | $875k | 5.7k | 153.51 | |
General Electric Company | 0.4 | $849k | 49k | 17.45 | |
Bank of New York Mellon Corporation (BK) | 0.4 | $729k | 14k | 53.87 | |
Aetna | 0.3 | $704k | 3.9k | 180.51 | |
Home Depot (HD) | 0.3 | $631k | 3.3k | 189.49 | |
JPMorgan Chase & Co. (JPM) | 0.3 | $515k | 4.8k | 106.91 | |
Apple (AAPL) | 0.2 | $443k | 2.6k | 169.15 | |
Costco Wholesale Corporation (COST) | 0.2 | $361k | 1.9k | 185.89 | |
Johnson & Johnson (JNJ) | 0.2 | $357k | 2.6k | 139.67 | |
International Business Machines (IBM) | 0.2 | $313k | 2.0k | 153.43 | |
iShares FTSE KLD 400 Social Idx (DSI) | 0.2 | $318k | 3.2k | 98.30 | |
Ameriprise Financial (AMP) | 0.1 | $305k | 1.8k | 169.44 | |
3M Company (MMM) | 0.1 | $267k | 1.1k | 235.66 | |
Roper Industries (ROP) | 0.1 | $207k | 800.00 | 258.75 | |
Schwab U S Broad Market ETF (SCHB) | 0.1 | $202k | 3.1k | 64.45 |