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
76
$609K 0.34%
2,859
-17
77
$606K 0.34%
2,431
-122
78
$604K 0.34%
6,481
-115
79
$604K 0.34%
2,070
-93
80
$598K 0.34%
4,191
-96
81
$598K 0.34%
4,303
+1,101
82
$597K 0.34%
+57,198
83
$593K 0.33%
8,915
-693
84
$590K 0.33%
1,332
+208
85
$575K 0.32%
5,806
-1,066
86
$569K 0.32%
5,488
-2,672
87
$569K 0.32%
2,068
+921
88
$565K 0.32%
2,677
-159
89
$559K 0.32%
4,867
-1,320
90
$556K 0.31%
+6,303
91
$555K 0.31%
2,279
-9
92
$553K 0.31%
6,562
-427
93
$548K 0.31%
2,231
+799
94
$517K 0.29%
10,315
+4,243
95
$516K 0.29%
+50,153
96
$508K 0.29%
8,033
-34
97
$506K 0.29%
4,425
+2,314
98
$493K 0.28%
5,564
-923
99
$491K 0.28%
8,377
+1,612
100
$490K 0.28%
1,702
-511
2 3
4
5 6