SG

StoneX Group Portfolio holdings

AUM $2.29B
1-Year Est. Return 18.91%
This Quarter Est. Return
1 Year Est. Return
+18.91%
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
451
– –
-737
452
– –
-9,641
453
– –
-1,626
454
– –
-7,485
455
– –
-50
456
– –
-349
457
– –
-1,128
458
– –
-1,755
459
– –
-9,903
460
– –
-1,435
461
– –
-210
462
– –
-10
463
– –
-9,610
464
– –
-8,032
465
– –
-14,661
466
– –
-12,397
467
– –
-5,120
468
– –
-18
469
– –
-20,638
470
– –
-14,365
471
– –
-8,845
472
– –
-20,000
473
– –
-3,952
474
– –
-16,319
475
– –
-12,606
17 18
19
20 21