FundX Investment Group, LLC
All 13F Filings
- Location
- Most recent 13F
- Q2 2014
- Holdings value ($000)
- 260,212
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2014 | 8/1/2014 | 19 | 260,212 | 13F-HR | FundX Investment Group, LLC |
| Q1 2014 | 4/28/2014 | 17 | 238,033 | 13F-HR | FundX Investment Group, LLC |
| Q4 2013 | 1/28/2014 | 22 | 225,402 | 13F-HR | FundX Investment Group, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
60.24 K
(23.2% of total reported value)
· QoQ Δ:
-19.8 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 15.8 K | 8.2% | 1.306 K | 0 | 1.306 K |
| ETFs | 177.1 K | 91.8% | 42.65 K | 0 | 42.65 K |
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Fund Snapshot
Q2 2014
Latest filed
8/1/2014
Total value ($000)
260,212
Holdings
19
QoQ value change ($000)
22,179
(9.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.