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
101
$486K 0.27%
7,206
-481
102
$484K 0.27%
+36,095
103
$480K 0.27%
9,813
+3,930
104
$469K 0.26%
7,470
+227
105
$466K 0.26%
+12,855
106
$461K 0.26%
17,582
+1,264
107
$456K 0.26%
7,150
-924
108
$453K 0.26%
+12,435
109
$451K 0.25%
5,886
+273
110
$444K 0.25%
974
+184
111
$442K 0.25%
5,038
+422
112
$440K 0.25%
+18,310
113
$438K 0.25%
42,281
+21,781
114
$437K 0.25%
3,140
-188
115
$436K 0.25%
2,915
+542
116
$432K 0.24%
+14,744
117
$416K 0.23%
+39,106
118
$412K 0.23%
3,618
-4,709
119
$410K 0.23%
1,340
-279
120
$408K 0.23%
+15,000
121
$406K 0.23%
3,480
-1,208
122
$403K 0.23%
838
-333
123
$401K 0.23%
+8,453
124
$400K 0.23%
3,739
-3,157
125
$399K 0.22%
13,390
+320
3 4
5
6 7