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
51
$1.15M 0.44%
11,462
+2,180
52
$1.15M 0.44%
4,537
-1,962
53
$1.14M 0.43%
10,617
+305
54
$1.13M 0.43%
11,327
+2,717
55
$1.13M 0.43%
21,736
+1,431
56
$1.12M 0.42%
24,016
+1,534
57
$1.11M 0.42%
21,402
-4,951
58
$1.06M 0.4%
13,828
+315
59
$1.05M 0.4%
15,877
+2,675
60
$1.04M 0.4%
30,164
-3,611
61
$1.04M 0.39%
32,346
-10,467
62
$1.01M 0.38%
4,270
-114
63
$1M 0.38%
+32,634
64
$986K 0.37%
9,896
-22,035
65
$978K 0.37%
32,408
-46
66
$976K 0.37%
76,928
+36,184
67
$960K 0.36%
8,612
+352
68
$940K 0.36%
5,126
-264
69
$937K 0.36%
15,929
-32
70
$937K 0.36%
13,260
+1,340
71
$931K 0.35%
83,055
-44
72
$929K 0.35%
13,382
-4,627
73
$902K 0.34%
4,360
+1,564
74
$901K 0.34%
28,996
+3,093
75
$893K 0.34%
37,536
+2,889
1 2
3
4 5