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
276
$235K 0.11%
3,327
+114
277
$234K 0.1%
5,541
+700
278
$233K 0.1%
+2,145
279
$231K 0.1%
+6,836
280
$229K 0.1%
+218
281
$228K 0.1%
+8,946
282
$228K 0.1%
2,762
-24
283
$228K 0.1%
1,894
+26
284
$227K 0.1%
+1,177
285
$226K 0.1%
3,609
-694
286
$226K 0.1%
+9,243
287
$226K 0.1%
+254
288
$224K 0.1%
1,377
+183
289
$223K 0.1%
+4,223
290
$222K 0.1%
3,027
+73
291
$222K 0.1%
+3,360
292
$221K 0.1%
1,846
-447
293
$217K 0.1%
+8,118
294
$216K 0.1%
+8,625
295
$216K 0.1%
+20,199
296
$215K 0.1%
+2,250
297
$214K 0.1%
3,741
-1,559
298
$214K 0.1%
5,121
-245
299
$214K 0.1%
+2,248
300
$214K 0.1%
+2,178
10 11
12
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