FA

FundX Aggressive Upgrader Fund | HOTFX

Mutual Fund
FundX Investment Trust
Last update 2022-11-15 14 Stocks (3 new)
Value $25.00 Mil Turnover 18 %
Countries:
Top Holdings: VDE(10.54%)PEY(8.89%)XLU(7.68%)VDC(7.62%)XMLV(7.59%)
Portfolio Report
Summary Stock Picks Current Portfolio
FundX Aggressive Upgrader Fund... Top Holdings of 2022-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VDE 		Vanguard Energy ETF
25,500
2590.290
0%
10.540
0%
0.040
-4.09%
+4.68%
8523.655
 
PEY 		Invesco High Yield Equity Dividend Achievers ETF
117,500
2184.330
0%
8.890
0%
0.170
+0.98%
+2.22%
1223.555
 
XLU 		Utilities Select Sector SPDR ETF
28,800
1886.690
0%
7.680
0%
0.010
+10.90%
+25.19%
18375.051
 
VDC 		Vanguard Consumer Staples ETF
10,900
1872.510
0%
7.620
0%
0.030
+2.29%
+11.61%
6654.418
 
XMLV 		Invesco S&P MidCap Low Volatility ETF
38,800
1863.950
0%
7.590
0%
0.180
+5.30%
+15.73%
833.319
 
SDY 		SPDR Dividend ETF
16,700
1862.050
0%
7.580
0%
0.010
+4.08%
+11.55%
21130.178
 
IGE 		iShares North American Natural Resources ETF
53,000
1842.280
0%
7.500
0%
0.240
-0.59%
+8.93%
527.801
 
FDL 		First Trust Morningstar Dividend Leaders Index Fund
56,100
1802.490
0%
7.340
0%
0.050
+2.80%
+15.80%
4408.457
 
LIT 		Global X Lithium & Battery Tech ETF
26,600
1757.990
0%
7.160
0%
0.050
+13.79%
-14.13%
1285.588
 
XBI 		SPDR Biotech ETF
21,500
1705.380
New Holding
6.940
+6.94%
0.020
-1.71%
+10.38%
7098.782
 

FundX Aggressive Upgrader Fund's Historical Top Holdings Breakdowns

FundX Aggressive Upgrader Fund Total Holding History ($B)

To

FundX Aggressive Upgrader Fund's Asset Allocation

To

FundX Aggressive Upgrader Fund Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

FundX Aggressive Upgrader Fund's Hypothetical Growth since 2022-09-30

FundX Aggressive Upgrader Fund's Yearly Returns

Year Portfolio % % Excess Gain %

FundX Aggressive Upgrader Fund's Holdings Heat Map

Size field:

FundX Aggressive Upgrader Fund's Holdings Bubble Chart

FundX Aggressive Upgrader Fund News

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