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Not Investment Advice

XRLX

FundX Investment Conservative ETF
1W: -0.1% 1M: +1.3% 3M: +1.0% YTD: +7.3% 1Y: +6.1%
$49.38
+0.21 (+0.43%)
 
Weekly Expected Move ±1.2%
$48 $49 $49 $50 $51
ETF AMEX · AUM $50.8M
Key Statistics
AUM$51M
Holdings18
Top 10 Wt64.5%
Volume441
Avg Volume1,962
Beta0.83
Portfolio Fundamentals
P/E—
P/B—
Div Yield—%
ROE—%
% Profitable—%
Inception2023-10-10
Sector Allocation
Financial Services 99.2%
Other 0.9%
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 Vanguard Morningstar Growth ETF VUG 9.71% $4.6M 50,788
2 iShares Russell 1000 Value ETF IWD 8.04% $3.8M 15,279
3 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS 6.59% $3.1M 34,494
4 Invesco S&P 500 Momentum ETF SPMO 6.41% $3.0M 19,912
5 iShares Core 60/40 Balanced Allocation ETF AOR 6.40% $3.0M 44,005
6 iShares MSCI USA Value Factor ETF VLUE 6.34% $3.0M 15,085
7 Invesco S&P 500 Pure Growth ETF RPG 6.20% $2.9M 50,055
8 Wisdomtree US Quality Growth Fund QGRW 5.02% $2.4M 34,409
9 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT 4.92% $2.3M 23,108
10 Janus Henderson AAA CLO ETF JAAA 4.84% $2.3M 45,160

Recent Holding Changes

Date Holding Change Details
2026-09-28 JBBB Changed 51303 → 46473
2026-09-28 VONV Changed 9110 → 8260
2026-09-28 MNA Changed 65436 → 59276
2026-09-28 IOO Changed 17434 → 15794
2026-09-28 VLUE Changed 16655 → 15085

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms