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
126
$497K 0.22%
4,106
+795
127
$489K 0.22%
3,346
+436
128
$488K 0.22%
+48,733
129
$487K 0.22%
20,287
+11,292
130
$487K 0.22%
2,468
+73
131
$483K 0.22%
2,611
+219
132
$482K 0.22%
6,102
+1,605
133
$481K 0.22%
1,975
+122
134
$479K 0.21%
+114
135
$476K 0.21%
3,096
+704
136
$470K 0.21%
3,931
+1,796
137
$464K 0.21%
10,284
+303
138
$463K 0.21%
810
+70
139
$460K 0.21%
10,562
+721
140
$460K 0.21%
+45,999
141
$445K 0.2%
3,798
-1,771
142
$444K 0.2%
860
+126
143
$439K 0.2%
2,114
+177
144
$439K 0.2%
1,617
-207
145
$438K 0.2%
6,173
-56
146
$438K 0.2%
1,077
-42
147
$437K 0.2%
7,399
+672
148
$436K 0.2%
3,297
-103
149
$436K 0.2%
825
-6
150
$435K 0.19%
1,459
-222
4 5
6
7 8