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
$264M
AUM Growth
+$75.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$2.66M
3
+$2.06M
4
PTH icon
Invesco Dorsey Wright Healthcare Momentum ETF
PTH
+$1.92M
5
IYW icon
iShares US Technology ETF
IYW
+$1.39M

Top Sells

1
+$2.2M
2
+$1.06M
3
+$497K
4
FXL icon
First Trust Technology AlphaDEX Fund
FXL
+$446K
5
FXH icon
First Trust Health Care AlphaDEX Fund
FXH
+$420K

Sector Composition

1 Technology 9.48%
2 Consumer Discretionary 3.96%
3 Healthcare 3.77%
4 Industrials 3.29%
5 Communication Services 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$461K 0.17%
3,427
+1,154
152
$461K 0.17%
+14,202
153
$460K 0.17%
3,909
+500
154
$458K 0.17%
6,696
+1,801
155
$455K 0.17%
6,381
+54
156
$448K 0.17%
31,300
+3,000
157
$448K 0.17%
4,027
+1,294
158
$447K 0.17%
9,930
+844
159
$444K 0.17%
9,765
-1,874
160
$444K 0.17%
49,588
-1,407
161
$443K 0.17%
5,219
+5
162
$442K 0.17%
+11,665
163
$438K 0.17%
20,028
+1,598
164
$438K 0.17%
9,790
-241
165
$437K 0.17%
16,032
+4,160
166
$434K 0.16%
6,322
-203
167
$429K 0.16%
14,087
+217
168
$426K 0.16%
2,456
-61
169
$422K 0.16%
13,608
-994
170
$418K 0.16%
5,082
-568
171
$418K 0.16%
4,580
-1,176
172
$417K 0.16%
+3,770
173
$415K 0.16%
12,215
+1,840
174
$408K 0.15%
29,779
-398
175
$403K 0.15%
10,180
+207
5 6
7
8 9