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
$264M
AUM Growth
+$75.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$2.66M
3
+$2.06M
4
PTH icon
Invesco Dorsey Wright Healthcare Momentum ETF
PTH
+$1.92M
5
IYW icon
iShares US Technology ETF
IYW
+$1.39M

Top Sells

1
+$2.2M
2
+$1.06M
3
+$497K
4
FXL icon
First Trust Technology AlphaDEX Fund
FXL
+$446K
5
FXH icon
First Trust Health Care AlphaDEX Fund
FXH
+$420K

Sector Composition

1 Technology 9.48%
2 Consumer Discretionary 3.96%
3 Healthcare 3.77%
4 Industrials 3.29%
5 Communication Services 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.89M 0.72%
6,101
+280
27
$1.76M 0.67%
15,288
+1,676
28
$1.64M 0.62%
14,987
+1,875
29
$1.62M 0.62%
26,773
-2,939
30
$1.61M 0.61%
13,502
-23
31
$1.58M 0.6%
11,216
+1,169
32
$1.51M 0.57%
14,434
+3,524
33
$1.5M 0.57%
3,293
+56
34
$1.48M 0.56%
26,082
-484
35
$1.45M 0.55%
63,323
-8,827
36
$1.43M 0.54%
15,170
+594
37
$1.42M 0.54%
9,720
+4,235
38
$1.39M 0.53%
6,116
+195
39
$1.39M 0.53%
+20,584
40
$1.38M 0.52%
34,614
+2,031
41
$1.38M 0.52%
18,462
+3,003
42
$1.35M 0.51%
13,767
+1,343
43
$1.29M 0.49%
5,166
-797
44
$1.29M 0.49%
27,060
+691
45
$1.27M 0.48%
27,381
+1,479
46
$1.26M 0.48%
22,799
-1,682
47
$1.24M 0.47%
130,200
+22,800
48
$1.2M 0.46%
23,032
+1,914
49
$1.17M 0.44%
20,430
-18,558
50
$1.16M 0.44%
11,031
-847
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