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
151
$431K 0.19%
7,481
+824
152
$426K 0.19%
8,389
+2,304
153
$422K 0.19%
1,166
-6
154
$419K 0.19%
10,130
+311
155
$417K 0.19%
3,175
+452
156
$416K 0.19%
1,580
-102
157
$412K 0.18%
4,196
+1,878
158
$411K 0.18%
+9,481
159
$400K 0.18%
+40,000
160
$399K 0.18%
+19,386
161
$396K 0.18%
+11,272
162
$392K 0.18%
4,307
-204
163
$375K 0.17%
+5,298
164
$368K 0.17%
1,527
-97
165
$368K 0.17%
455
+18
166
$368K 0.16%
9,012
+2,512
167
$367K 0.16%
4,411
-498
168
$367K 0.16%
944
-89
169
$367K 0.16%
724
+3
170
$366K 0.16%
2,325
+410
171
$360K 0.16%
7,243
-2,157
172
$358K 0.16%
+6,196
173
$354K 0.16%
3,210
+791
174
$353K 0.16%
9,200
-731
175
$352K 0.16%
4,686
-863
5 6
7
8 9