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
176
$401K 0.15%
70,150
+11,500
177
$399K 0.15%
2,322
+3
178
$398K 0.15%
8,353
-2,445
179
$384K 0.15%
20,380
-819
180
$381K 0.14%
6,956
-338
181
$377K 0.14%
+5,235
182
$364K 0.14%
9,927
-5,038
183
$363K 0.14%
20,679
-9
184
$362K 0.14%
+55,144
185
$362K 0.14%
2,163
+9
186
$358K 0.14%
+9,591
187
$355K 0.13%
2,782
+515
188
$351K 0.13%
+4,251
189
$350K 0.13%
13,517
+2,995
190
$347K 0.13%
14,919
+3,108
191
$345K 0.13%
+8,463
192
$345K 0.13%
10,831
-350
193
$343K 0.13%
+7,366
194
$343K 0.13%
8,770
+10
195
$342K 0.13%
+12,392
196
$341K 0.13%
14,373
-2,220
197
$340K 0.13%
8,671
-1,379
198
$339K 0.13%
3,712
+757
199
$336K 0.13%
1,295
+28
200
$336K 0.13%
8,673
-1,336
6 7
8
9 10