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
301
$213K 0.1%
+2,684
302
$213K 0.1%
+3,124
303
$212K 0.1%
+3,864
304
$212K 0.1%
+7,283
305
$211K 0.09%
+1,399
306
$211K 0.09%
+1,780
307
$210K 0.09%
+6,063
308
$208K 0.09%
+10,348
309
$207K 0.09%
2,332
-4,668
310
$206K 0.09%
+4,062
311
$206K 0.09%
8,045
-888
312
$206K 0.09%
+6,531
313
$205K 0.09%
1,977
+141
314
$204K 0.09%
+5,821
315
$202K 0.09%
2,827
-980
316
$202K 0.09%
+1,408
317
$202K 0.09%
+2,065
318
$145K 0.07%
+12,523
319
$131K 0.06%
+11,596
320
$113K 0.05%
+10,105
321
$87.9K 0.04%
+16,776
322
$82.2K 0.04%
+10,395
323
$73.4K 0.03%
+10,342
324
$58.2K 0.03%
+1,091
325
$54.6K 0.02%
+10,186
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