FundX Investment Trust's FundX Aggressive Upgrader Fund (HOTFX) has disclosed 14 total holdings in their latest N-PORT filing with the SEC for the
portfolio date of 2022-09-30. The current portfolio value is calculated to be $25.00 Mil, only including common equities, preferred
equities, ETFs, options and warrants for equities. The turnover rate is 18%.
FundX Aggressive Upgrader Fund (HOTFX)'s
Total Assets is $24.76 Mil , Total Liabilities is $61,100.00 , Net Assets is $24.70 Mil.
In FundX Aggressive Upgrader Fund (HOTFX)'s current portfolio as of 2022-09-30, the top 5 holdings are
Vanguard Energy ETF (VDE), Invesco High Yield Equity Dividend Achievers ETF (PEY), Utilities Select Sector SPDR ETF (XLU), Vanguard Consumer Staples ETF (VDC) and Invesco S&P MidCap Low Volatility ETF (XMLV),
not including call and put options.
FundX Aggressive Upgrader Fund (HOTFX) did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the mutual fund's current and past N-PORT holdings for FundX Aggressive Upgrader Fund (HOTFX), as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at 52-week lows, etc.
Please visit the "Stock Picks" tab to see the mutual fund's latest trades and stock picks for FundX Aggressive Upgrader Fund (HOTFX), which include data from form N-PORT.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for FundX Aggressive Upgrader Fund.
Membership subscribers only.
