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
301
$53.2K 0.03%
+686
302
$49.9K 0.03%
+13,200
303
$49.6K 0.03%
+20,000
304
$46.1K 0.03%
+10,581
305
$40.8K 0.02%
+51,000
306
$30.5K 0.02%
+10,541
307
$25K 0.01%
+386
308
$12.5K 0.01%
10,063
-2,397
309
$7.99K ﹤0.01%
+1,095
310
$7.72K ﹤0.01%
121,803
+91,738
311
$7.31K ﹤0.01%
52,210
+17,210
312
$6.74K ﹤0.01%
+55,000
313
$5.83K ﹤0.01%
+73,300
314
$5.6K ﹤0.01%
35,880
+20,812
315
$5.13K ﹤0.01%
117,965
-110,268
316
$5.02K ﹤0.01%
+290
317
$4.87K ﹤0.01%
+162,170
318
$4.8K ﹤0.01%
24,000
-45,600
319
$4.48K ﹤0.01%
+33,200
320
$3.28K ﹤0.01%
164,000
-8,001
321
$3.23K ﹤0.01%
190,000
+121,257
322
$3.12K ﹤0.01%
+145
323
$3.12K ﹤0.01%
+36
324
$2.75K ﹤0.01%
+18,299
325
$2.65K ﹤0.01%
171,000
+30,000
11 12
13
14 15