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
51
$976K 0.44%
+7,472
52
$971K 0.44%
5,413
+160
53
$963K 0.43%
3,496
+1,146
54
$962K 0.43%
4,657
+159
55
$947K 0.42%
6,670
-1,988
56
$927K 0.42%
5,770
+1,931
57
$926K 0.42%
10,083
+3,391
58
$913K 0.41%
2,582
+461
59
$903K 0.4%
1,736
+538
60
$882K 0.4%
8,625
-580
61
$860K 0.39%
9,126
-993
62
$856K 0.38%
1,458
+96
63
$843K 0.38%
6,570
+532
64
$840K 0.38%
2,239
-181
65
$837K 0.38%
3,011
-61
66
$833K 0.37%
6,878
-118
67
$833K 0.37%
3,233
+736
68
$816K 0.37%
+5,594
69
$812K 0.36%
+8,540
70
$796K 0.36%
2,936
+108
71
$788K 0.35%
+9,320
72
$784K 0.35%
15,360
+8,364
73
$781K 0.35%
10,066
+10
74
$771K 0.35%
+8,382
75
$765K 0.34%
2,432
+208
1 2
3
4 5