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FundX Aggressive Upgrader Fund | HOTFXMutual Fund | |
| FundX Investment Trust | |
| Last update 2022-11-15 | 14 Stocks (3 new) |
| Value $25.00 Mil | Turnover 18 % |
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 $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VDE | Vanguard Energy ETF | 25,500 | 2,590.3 | 0% | 10.540 | 0% | 0.040 | +8.02% | +0.50% | 6,659.5 | ||
PEY |
Invesco High Yield Equity Dividend Achievers ETF
Invesco High Yield Equity Dividend Achievers ETF
| 117,500 | 2,184.3 | 0% | 8.890 | 0% | 0.170 | +9.50% | +1.36% | 1,157.0 | ||
XLU | Utilities Select Sector SPDR ETF | 28,800 | 1,886.7 | 0% | 7.680 | 0% | 0.010 | +7.76% | +11.52% | 20,513.7 | ||
VDC | Vanguard Consumer Staples ETF | 10,900 | 1,872.5 | 0% | 7.620 | 0% | 0.030 | +0.13% | +4.41% | 7,737.9 | ||
XMLV |
Invesco S&P MidCap Low Volatility ETF
Invesco S&P MidCap Low Volatility ETF
| 38,800 | 1,864.0 | 0% | 7.590 | 0% | 0.180 | +4.48% | +2.37% | 816.2 | ||
SDY | SPDR Dividend ETF | 16,700 | 1,862.0 | 0% | 7.580 | 0% | 0.010 | +7.94% | +6.05% | 20,523.7 | ||
IGE |
iShares North American Natural Resources ETF
iShares North American Natural Resources ETF
| 53,000 | 1,842.3 | 0% | 7.500 | 0% | 0.240 | +9.40% | +6.48% | 605.2 | ||
FDL |
First Trust Morningstar Dividend Leaders Index Fund
First Trust Morningstar Dividend Leaders Index Fund
| 56,100 | 1,802.5 | 0% | 7.340 | 0% | 0.050 | +8.01% | +8.12% | 5,658.9 | ||
LIT | Global X Lithium & Battery Tech ETF | 26,600 | 1,758.0 | 0% | 7.160 | 0% | 0.050 | +20.85% | +6.60% | 979.6 | ||
XBI | SPDR Biotech ETF | 21,500 | 1,705.4 | New Holding | 6.940 | +6.94% | 0.020 | +11.53% | -2.04% | 5,079.3 |
FundX Aggressive Upgrader Fund's Historical Top Holdings Breakdowns
FundX Aggressive Upgrader Fund Total Holding History ($B)
FundX Aggressive Upgrader Fund's Asset Allocation
FundX Aggressive Upgrader Fund Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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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
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FundX Aggressive Upgrader Fund's Holdings Bubble Chart
FundX Aggressive Upgrader Fund News
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