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
51
$827K 0.47%
7,582
-1,704
52
$793K 0.45%
7,336
+109
53
$780K 0.44%
1,494
-70
54
$779K 0.44%
8,163
-525
55
$767K 0.43%
5,134
+1,235
56
$766K 0.43%
+9,933
57
$751K 0.42%
9,932
+327
58
$745K 0.42%
1,523
+41
59
$724K 0.41%
7,393
-888
60
$715K 0.4%
3,972
+377
61
$715K 0.4%
+5,406
62
$710K 0.4%
3,215
-31
63
$706K 0.4%
6,395
+2,570
64
$695K 0.39%
13,866
+9,103
65
$689K 0.39%
2,234
-464
66
$684K 0.39%
8,167
+2,242
67
$676K 0.38%
5,674
+529
68
$664K 0.37%
1,633
-73
69
$654K 0.37%
7,855
+407
70
$641K 0.36%
+62,500
71
$633K 0.36%
5,724
+828
72
$632K 0.36%
4,564
+736
73
$622K 0.35%
6,602
-85
74
$621K 0.35%
5,337
+2,254
75
$618K 0.35%
4,584
-588
1 2
3
4 5