FundX Upgrader Fund
Open-end / ETFRegistrant
FundX Investment Trust
Net Assets
$140,597,296
Holdings
13
Latest Report
Sep 30, 2022
Net Assets Over Time
Holdings · 13
Export CSV| Holding | Symbol | Balance | Value | % of Fund | Side | Category | Open |
|---|---|---|---|---|---|---|---|
|
Invesco Exchange-Traded Fund T
|
46137V258 | 258,000 | $18,018,720 | 12.82% | Long | EC | |
|
Invesco S&P 500 Low Volatility
|
46138E354 | 290,000 | $16,770,700 | 11.93% | Long | EC | |
|
iShares Select Dividend ETF
|
464287168 | 150,700 | $16,158,054 | 11.49% | Long | EC | |
|
Invesco S&P 500 Pure Growth ET
|
46137V266 | 101,500 | $14,672,840 | 10.44% | Long | EC | |
|
Pacer US Cash Cows 100 ETF
|
69374H881 | 355,000 | $14,562,100 | 10.36% | Long | EC | |
|
SPDR Portfolio S&P 500 Growth
|
78464A409 | 289,000 | $14,478,900 | 10.30% | Long | EC | |
|
SPDR S&P Dividend ETF
|
78464A763 | 103,000 | $11,484,500 | 8.17% | Long | EC | |
|
WisdomTree US LargeCap Dividen
|
97717W307 | 198,500 | $10,969,110 | 7.80% | Long | EC | |
|
Schwab U.S. Large-Cap Growth E
|
808524300 | 140,000 | $7,813,400 | 5.56% | Long | EC | |
|
JPMorgan Diversified Return US
|
46641Q407 | 76,500 | $6,540,750 | 4.65% | Long | EC | |
|
Vanguard Mega Cap Growth ETF
|
921910816 | 34,000 | $5,925,860 | 4.21% | Long | EC | |
|
Xtrackers MSCI EAFE Hedged Equ
|
233051200 | 61,000 | $2,042,280 | 1.45% | Long | EC | |
|
Fidelity Government Portfolio
|
316175108 | 619,205 | $619,205 | 0.44% | Long | STIV |