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
26
$1.15M 0.65%
9,837
+444
27
$1.13M 0.64%
2,518
-15
28
$1.09M 0.61%
+12,174
29
$1.07M 0.61%
7,436
+28
30
$1.05M 0.59%
4,979
+152
31
$1.04M 0.59%
+101,399
32
$1.04M 0.59%
876
+57
33
$1.04M 0.59%
4,521
+8
34
$1.03M 0.58%
4,373
-143
35
$1.02M 0.57%
1,470
-192
36
$994K 0.56%
4,789
-285
37
$948K 0.53%
7,188
+1,438
38
$947K 0.53%
10,480
+1,182
39
$943K 0.53%
8,787
+256
40
$930K 0.52%
+90,598
41
$926K 0.52%
+6,924
42
$916K 0.52%
6,238
-3,243
43
$905K 0.51%
8,413
-915
44
$901K 0.51%
+14,278
45
$889K 0.5%
5,515
-210
46
$887K 0.5%
4,538
+272
47
$886K 0.5%
3,616
-321
48
$863K 0.49%
9,198
-630
49
$857K 0.48%
+9,335
50
$840K 0.47%
4,104
+132
1
2
3 4 5