BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Holdings (Monthly) Guide ↗

FundX Flexible ETF

· FundX Investment Trust
Monthly Holdings $61M AUM 5 positions Period Dec 2025 Filed Jun 17, 2026 EDGAR ↗ ← All Funds
All 5 New 6 Reduced 7 Exited · Dec 2025 vs Sep 2025
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 Mount Vernon Liquid Assets Portfolio, LLC N/A 8,995,324 NEW $9.0M 32.62% STIV
2 iShares iBoxx $ Investment Gra LQD 44,295 NEW $4.9M 17.70% EC
3 PIMCO 0-5 Year High Yield Corp HYS 43,532 NEW $4.1M 14.97% EC
4 iShares Core 30/70 Conservativ AOK 71,351 NEW $2.9M 10.38% EC
5 State Street SPDR Portfolio Hi SPHY 101,960 NEW $2.4M 8.75% EC