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
251
$237K 0.13%
+7,941
252
$236K 0.13%
4,978
-261
253
$235K 0.13%
+1,337
254
$235K 0.13%
+5,981
255
$234K 0.13%
5,224
-176
256
$233K 0.13%
2,134
+25
257
$232K 0.13%
6,763
-875
258
$231K 0.13%
+5,372
259
$231K 0.13%
4,103
+43
260
$231K 0.13%
924
+29
261
$228K 0.13%
7,183
-989
262
$228K 0.13%
1,347
-57
263
$224K 0.13%
+6,251
264
$223K 0.13%
+4,661
265
$221K 0.12%
5,498
266
$221K 0.12%
+5,502
267
$221K 0.12%
1,303
-1,379
268
$221K 0.12%
+5,118
269
$221K 0.12%
2,286
270
$219K 0.12%
+1,705
271
$218K 0.12%
8,602
-498
272
$218K 0.12%
+9,536
273
$218K 0.12%
571
-295
274
$217K 0.12%
8,773
+246
275
$216K 0.12%
+8,782
9 10
11
12 13