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
$264M
AUM Growth
+$75.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$2.66M
3
+$2.06M
4
PTH icon
Invesco Dorsey Wright Healthcare Momentum ETF
PTH
+$1.92M
5
IYW icon
iShares US Technology ETF
IYW
+$1.39M

Top Sells

1
+$2.2M
2
+$1.06M
3
+$497K
4
FXL icon
First Trust Technology AlphaDEX Fund
FXL
+$446K
5
FXH icon
First Trust Health Care AlphaDEX Fund
FXH
+$420K

Sector Composition

1 Technology 9.48%
2 Consumer Discretionary 3.96%
3 Healthcare 3.77%
4 Industrials 3.29%
5 Communication Services 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$225K 0.09%
+4,491
252
$222K 0.08%
+2,406
253
$221K 0.08%
2,266
-357
254
$219K 0.08%
+9,880
255
$219K 0.08%
4,401
+9
256
$218K 0.08%
+4,251
257
$218K 0.08%
+2,725
258
$217K 0.08%
+9,700
259
$215K 0.08%
+6,303
260
$214K 0.08%
8,355
-2,166
261
$213K 0.08%
4,115
-1,347
262
$213K 0.08%
+4,097
263
$212K 0.08%
6,720
+47
264
$211K 0.08%
+4,108
265
$211K 0.08%
+3,319
266
$210K 0.08%
644
+71
267
$210K 0.08%
1,707
-349
268
$206K 0.08%
+4,625
269
$206K 0.08%
+5,250
270
$205K 0.08%
+3,454
271
$205K 0.08%
+1,854
272
$205K 0.08%
+7,421
273
$205K 0.08%
8,879
-3,390
274
$204K 0.08%
1,615
-426
275
$202K 0.08%
+4,041
9 10
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