SG

StoneX Group Portfolio holdings

AUM $2.06B
1-Year Est. Return 18.44%
This Quarter Est. Return
1 Year Est. Return
+18.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$177M
AUM Growth
+$9.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
557
New
Increased
Reduced
Closed

Top Buys

1
+$4.25M
2
+$3.31M
3
+$1.61M
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$1.45M
5
DIS icon
Walt Disney
DIS
+$1.09M

Top Sells

1
+$5.05M
2
+$1.27M
3
+$1.06M
4
PYPL icon
PayPal
PYPL
+$1.05M
5
DUK icon
Duke Energy
DUK
+$953K

Sector Composition

1 Technology 9.77%
2 Industrials 7.67%
3 Healthcare 7.39%
4 Financials 6.79%
5 Consumer Discretionary 4.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$256K 0.14%
+25,000
227
$256K 0.14%
+9,707
228
$255K 0.14%
6,543
-831
229
$253K 0.14%
3,455
-1,509
230
$252K 0.14%
+6,929
231
$252K 0.14%
551
-213
232
$251K 0.14%
8,899
+790
233
$250K 0.14%
2,209
+321
234
$249K 0.14%
+2,167
235
$246K 0.14%
3,195
+259
236
$246K 0.14%
4,445
-47
237
$245K 0.14%
1,611
-227
238
$245K 0.14%
1,743
-65
239
$245K 0.14%
1,209
-817
240
$244K 0.14%
+435
241
$244K 0.14%
2,010
-38
242
$242K 0.14%
1,959
-94
243
$242K 0.14%
3,971
-1,000
244
$242K 0.14%
5,647
-24
245
$241K 0.14%
6,772
-174
246
$241K 0.14%
6,033
-53
247
$240K 0.14%
682
-282
248
$239K 0.13%
4,749
-5,500
249
$238K 0.13%
+1,563
250
$237K 0.13%
+4,001
8 9
10
11 12