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
101
$585K 0.26%
3,052
+474
102
$582K 0.26%
2,282
+453
103
$578K 0.26%
3,863
+460
104
$572K 0.26%
3,212
+714
105
$570K 0.26%
8,012
+1,102
106
$563K 0.25%
7,663
-617
107
$557K 0.25%
9,324
+3,728
108
$556K 0.25%
7,752
+1,078
109
$555K 0.25%
8,133
-303
110
$550K 0.25%
3,625
-62
111
$549K 0.25%
1,816
-185
112
$549K 0.25%
3,608
+305
113
$549K 0.25%
6,542
+563
114
$546K 0.25%
2,101
+574
115
$543K 0.24%
2,640
+172
116
$542K 0.24%
+9,401
117
$540K 0.24%
1,699
-1,325
118
$530K 0.24%
9,026
+358
119
$525K 0.24%
5,058
+2,067
120
$523K 0.23%
3,062
+285
121
$510K 0.23%
4,041
-2,783
122
$508K 0.23%
6,457
+2,923
123
$502K 0.23%
+4,489
124
$500K 0.22%
1,509
+624
125
$497K 0.22%
3,755
+212
3 4
5
6 7