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
326
$2.58K ﹤0.01%
+255,560
327
$2.53K ﹤0.01%
+126,438
328
$2.42K ﹤0.01%
20,061
-11,478
329
$2.4K ﹤0.01%
+17,166
330
$2K ﹤0.01%
40,100
-54,810
331
$2K ﹤0.01%
+64,400
332
$1.83K ﹤0.01%
20,300
-13,426
333
$1.6K ﹤0.01%
20,000
-42,500
334
$1.52K ﹤0.01%
+77,171
335
$1.5K ﹤0.01%
30,000
+19,800
336
$1.47K ﹤0.01%
+26,860
337
$1.35K ﹤0.01%
+50,000
338
$1.31K ﹤0.01%
+25,000
339
$1.27K ﹤0.01%
61,800
+31,706
340
$1.24K ﹤0.01%
+25,002
341
$1.22K ﹤0.01%
+14,001
342
$1.16K ﹤0.01%
+21,062
343
$1.09K ﹤0.01%
+27,022
344
$1.04K ﹤0.01%
50,100
-26,900
345
$934 ﹤0.01%
+30,020
346
$823 ﹤0.01%
15,049
-27,251
347
$775 ﹤0.01%
+51,310
348
$774 ﹤0.01%
10,883
-19,117
349
$750 ﹤0.01%
25,000
-18,025
350
$525 ﹤0.01%
15,000
-10,258
12 13
14
15 16