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
$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
26
$1.46M 0.65%
+145,460
27
$1.39M 0.62%
4,981
+1,006
28
$1.34M 0.6%
4,997
+583
29
$1.33M 0.6%
6,828
+4,636
30
$1.32M 0.59%
7,011
+1,822
31
$1.32M 0.59%
2,553
+358
32
$1.32M 0.59%
+3,812
33
$1.27M 0.57%
6,149
-272
34
$1.27M 0.57%
11,689
+2,283
35
$1.25M 0.56%
979
-19
36
$1.25M 0.56%
9,893
-14
37
$1.23M 0.55%
4,997
-513
38
$1.2M 0.54%
946
-32
39
$1.18M 0.53%
+9,009
40
$1.14M 0.51%
1,837
+1,313
41
$1.13M 0.51%
10,238
+2,676
42
$1.12M 0.5%
3,947
+345
43
$1.11M 0.5%
3,947
-871
44
$1.05M 0.47%
8,903
+1,969
45
$1.03M 0.46%
1,151
+109
46
$1.02M 0.46%
7,437
-581
47
$1.02M 0.46%
5,571
-223
48
$1M 0.45%
+10,415
49
$998K 0.45%
9,723
+374
50
$977K 0.44%
5,732
-328
1
2
3 4 5