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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
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Value
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Growth
10
0
0
0
0
0
7
1
0
FUNDX INVESTMENT GROUP LLC

Time Period2018-12-31

Total Holdings48

Total Value ($x1000)268,632
Activities
New21

Increased3

Unchanged18

Decreased6

Sold Out11

Top 10 Stock Holdingstotal 69.01%
DIA14.24

VIG9.15

HDV9.13

MINT7.1

VNLA6.83

 
SPLV5.96

IVW4.92

IWF4.86

SDY3.45

JPST3.37

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
DIA
14.24%
UT SER 1
VIG
9.15%
DIV APP ETF
HDV
9.13%
HIGH DIVIDND ETF
MINT
7.1%
ENHAN SHRT MAT
VNLA
6.83%
SHORT DUR ETF
SPLV
5.96%
S&P500 LOW VOL
IVW
4.92%
S&P 500 GRWT ETF
IWF
4.86%
RUS 1000 GRW ETF
SDY
3.45%
S&P DIVID ETF
JPST
3.37%
ULTRA SHRT INC
MTUM
3.36%
MSCI USAMOMFCT
BNDX
3.16%
INTL BD IDX ETF
SHV
2.56%
SHRT TRS BD ETF
QQQ
2.32%
UNIT SER 1
IGV
2.31%
NA TEC-SFTWR ETF
XLP
1.85%
SBI CONS STPLS
DVY
1.53%
SELECT DIVID ETF
PEY
1.47%
HIG YLD EQ DIV
IYH
1.47%
US HLTHCARE ETF
XLV
1.24%
SBI HEALTHCARE
FXH
1.09%
HLTH CARE ALPH
SPHQ
0.85%
S&P500 QUALITY
ABBV
0.65%
COM
XLU
0.61%
SBI INT-UTILS
IWM
0.6%
RUSSELL 2000 ETF
CVX
0.55%
COM
XLY
0.53%
SBI CONS DISCR
ABT
0.51%
COM
ICF
0.49%
COHEN&STEER REIT
KO
0.4%
COM
IJT
0.39%
SP SMCP600GR ETF
CAT
0.38%
COM
KLD
0.36%
USA ESG SLCT ETF
AXP
0.32%
COM
XOM
0.25%
COM
BK
0.24%
COM
HD
0.21%
COM
AAPL
0.18%
COM
JPM
0.17%
COM
COST
0.14%
COM
GE
0.14%
COM
JNJ
0.12%
COM
HYD
0.12%
HIGH YLD MUN ETF
CYBR
0.1%
SHS
IBM
0.08%
COM
MMM
0.08%
COM
CVS
0.08%
COM
ROP
0.08%
COM
MGK
4.98%
MEGA GRWTH IND
FDN
4.08%
DJ INTERNT IDX
XBI
1.22%
S&P BIOTECH
RPG
0.93%
S&P500 PUR GWT
VUG
0.89%
GROWTH ETF
IWO
0.73%
RUS 2000 GRW ETF
AET
0.44%
COM
XRT
0.16%
S&P RETAIL ETF
SHY
0.16%
1-3 YR TR BD ETF
AMP
0.15%
COM
NVDA
0.13%
COM