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
126
$399K 0.22%
6,800
+172
127
$398K 0.22%
+39,183
128
$395K 0.22%
1,572
-91
129
$395K 0.22%
2,268
-104
130
$389K 0.22%
+37,500
131
$385K 0.22%
3,007
+761
132
$383K 0.22%
7,086
+224
133
$382K 0.22%
2,585
+46
134
$381K 0.21%
3,903
-2,099
135
$377K 0.21%
2,994
+610
136
$376K 0.21%
+7,115
137
$374K 0.21%
4,844
+210
138
$372K 0.21%
2,146
+310
139
$366K 0.21%
4,844
+1,776
140
$365K 0.21%
2,459
-1,254
141
$363K 0.2%
3,334
-622
142
$363K 0.2%
3,300
-127
143
$363K 0.2%
+4,885
144
$358K 0.2%
+3,451
145
$357K 0.2%
2,168
-450
146
$357K 0.2%
6,592
-595
147
$350K 0.2%
1,154
-9
148
$348K 0.2%
1,154
-25
149
$344K 0.19%
+2,694
150
$343K 0.19%
+6,785
4 5
6
7 8