FFOX
FundX Investment Trust
1W: +0.1%
1M: -4.3%
3M: -3.5%
YTD: +0.5%
$27.98
+0.17 (+0.61%)
Weekly Expected Move ±2.1%
$26
$27
$27
$28
$28
Key Statistics
AUM$220M
Holdings83
Top 10 Wt27.4%
Volume15,507
Avg Volume23,866
Beta0.96
Portfolio Fundamentals
P/E37.4
P/B5.9
Div Yield0.48%
ROE14.7%
% Profitable71%
Inception2025-05-19
Sector Allocation
Technology
21.8%
Healthcare
20.8%
Financial Services
17.7%
Industrials
13.9%
Consumer Cyclical
12.9%
Consumer Defensive
4.7%
+4 more
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | iShares Russell Mid-Cap Growth | IWP | 7.40% | $13.6M | 99,049 |
| 2 | iShares S&P Small-Cap 600 Grow | IJT | 4.95% | $9.1M | 64,211 |
| 3 | Guardant Health Inc | GH | 2.05% | $3.8M | 36,827 |
| 4 | Ionis Pharmaceuticals Inc | 0JDI.L | 1.98% | $3.6M | 45,851 |
| 5 | Penumbra Inc | PEN | 1.97% | $3.6M | 11,629 |
| 6 | Globus Medical Inc | GMED | 1.95% | $3.6M | 41,011 |
| 7 | Millicom International Cellula | TIGO | 1.90% | $3.5M | 62,959 |
| 8 | TechnipFMC PLC | FTI | 1.79% | $3.3M | 73,819 |
| 9 | Advanced Drainage Systems Inc | WMS | 1.70% | $3.1M | 21,502 |
| 10 | Natera Inc | NTRA | 1.66% | $3.0M | 13,301 |