SG

StoneX Group Portfolio holdings

AUM $2.3B
1-Year Est. Return 19.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.49%
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 +$4.27M
2 +$3.01M
3 +$1.45M
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$1.33M
5
DIS icon
Walt Disney
DIS
+$1.15M

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
451
-11,700
452
-4,781
453
-26,530
454
-7,925
455
-1,488
456
-2,928
457
-5,144
458
-1,145
459
-14,036
460
-2,572
461
-12,997
462
-12,713
463
-1,470
464
-7,300
465
-9,150
466
-10,969
467
-7,250
468
-9,220
469
-15,000
470
-1,456
471
-9,870
472
-9,813
473
-9,248
474
-13,887
475
-4,216