FundX Investment Group, LLC
CIK
1427261
Location
San Francisco, CA
Portfolio Value
Micro
$16,570,306
Diversification
Highly concentrated
Filing Date
Global Rank
#6,254
/ 6,772
▼ 592
Top Industry
Consumer Electronics
99.0%
3Y Alpha vs SPY
+4.6%
Period ended 4 years ago
Filed Jan 26, 2022 · 4y
8 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+97.1%
SPY
+76.3%
Annualised alpha
+4.6%
Max drawdown
−23.3%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
3 positions · as of Dec 31, 2021 · Δ vs Sep 30, 2021Top Position
91.1%
+3.7 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
8,382
Highly concentrated+580
Portfolio Trend
8 quarters · across all stocks
Sector Breakdown
As of Dec 31, 2021| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 91.1% | $15,100,794 |
| Technology | 8.8% | $1,455,008 |
| Consumer Cyclical | 0.1% | $14,504 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| QQQ | Invesco Qqq Trust, Series 1 | +15,421 | 37,956 | $15,100,794 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reducedNo qualifying positions this quarter.
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AMZN | Amazon Com Inc | 87 | $14,504 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
3 positions ·
$16,570,306 total
· as of Dec 31, 2021
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 37,956 | $15,100,794 | 91.13% | |
| AAPL |
Apple Inc.
Technology
|
Held | 8,194 | $1,455,008 | 8.78% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
NEW | 87 | $14,504 | 0.09% |