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
251
$258K 0.12%
709
-3,140
252
$257K 0.12%
1,328
-261
253
$256K 0.11%
1,063
-217
254
$256K 0.11%
2,148
+715
255
$255K 0.11%
+9,162
256
$252K 0.11%
772
+85
257
$252K 0.11%
+872
258
$250K 0.11%
946
+1
259
$249K 0.11%
3,824
-575
260
$249K 0.11%
7,021
-117
261
$248K 0.11%
2,051
+11
262
$248K 0.11%
+25,000
263
$248K 0.11%
1,222
-54
264
$247K 0.11%
7,596
-1,330
265
$246K 0.11%
7,370
+76
266
$244K 0.11%
+4,677
267
$243K 0.11%
5,760
+310
268
$243K 0.11%
6,556
-3,177
269
$242K 0.11%
972
-15
270
$240K 0.11%
+3,930
271
$240K 0.11%
+2,493
272
$237K 0.11%
5,870
-505
273
$236K 0.11%
+2,094
274
$236K 0.11%
2,805
-114
275
$236K 0.11%
+10,062
9 10
11
12 13