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
$223M
AUM Growth
+$9.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
501
New
Increased
Reduced
Closed

Top Buys

1
+$2.31M
2
+$1.46M
3
+$1.32M
4
FTC icon
First Trust Large Cap Growth AlphaDEX Fund
FTC
+$1.18M
5
DIS icon
Walt Disney
DIS
+$1M

Top Sells

1
+$5.25M
2
+$2.29M
3
+$2.18M
4
BLK icon
Blackrock
BLK
+$1.97M
5
SAP icon
SAP
SAP
+$1.62M

Sector Composition

1 Technology 9.43%
2 Healthcare 9.39%
3 Industrials 8.37%
4 Financials 6.03%
5 Consumer Staples 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$281K 0.13%
10,523
+2,823
227
$280K 0.13%
+5,887
228
$278K 0.12%
+2,333
229
$277K 0.12%
+5,181
230
$276K 0.12%
6,172
-3,293
231
$274K 0.12%
+4,196
232
$274K 0.12%
554
-22
233
$273K 0.12%
684
-11
234
$272K 0.12%
5,692
+135
235
$271K 0.12%
569
-56
236
$271K 0.12%
2,646
+127
237
$270K 0.12%
324
+82
238
$268K 0.12%
3,669
-80
239
$268K 0.12%
1,982
+13
240
$266K 0.12%
2,709
+10
241
$264K 0.12%
1,260
+4
242
$264K 0.12%
1,546
-2,416
243
$263K 0.12%
3,774
-565
244
$262K 0.12%
4,213
245
$262K 0.12%
2,212
+540
246
$261K 0.12%
532
+30
247
$260K 0.12%
3,150
-708
248
$259K 0.12%
10,224
+154
249
$259K 0.12%
11,664
+81
250
$259K 0.12%
1,455
+36
8 9
10
11 12