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
76
$747K 0.33%
3,481
+933
77
$745K 0.33%
8,357
+1,717
78
$743K 0.33%
12,775
+815
79
$742K 0.33%
6,915
-769
80
$734K 0.33%
6,497
-526
81
$714K 0.32%
+2,631
82
$706K 0.32%
6,309
-1,694
83
$699K 0.31%
5,686
+1,123
84
$698K 0.31%
2,831
-168
85
$697K 0.31%
2,042
-62
86
$686K 0.31%
1,638
+48
87
$676K 0.3%
4,871
-1,497
88
$657K 0.29%
8,197
+385
89
$655K 0.29%
+9,655
90
$649K 0.29%
5,472
-84
91
$628K 0.28%
8,507
+2,397
92
$613K 0.28%
6,402
+3,645
93
$610K 0.27%
3,502
+390
94
$608K 0.27%
6,158
+40
95
$607K 0.27%
7,125
96
$603K 0.27%
6,655
+1,706
97
$593K 0.27%
5,505
-162
98
$592K 0.27%
4,142
+1,169
99
$592K 0.27%
7,130
-174
100
$590K 0.26%
6,056
-1,152
2 3
4
5 6