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
176
$300K 0.17%
383
-99
177
$299K 0.17%
+8,031
178
$299K 0.17%
+2,196
179
$298K 0.17%
+1,440
180
$297K 0.17%
5,121
-4,185
181
$295K 0.17%
5,740
-3,501
182
$295K 0.17%
3,930
+781
183
$294K 0.17%
5,854
-235
184
$294K 0.17%
1,707
-450
185
$292K 0.16%
+4,702
186
$290K 0.16%
2,327
187
$289K 0.16%
3,750
-43
188
$287K 0.16%
6,926
-119
189
$287K 0.16%
2,058
-7,639
190
$285K 0.16%
27,508
+7,508
191
$285K 0.16%
+3,012
192
$283K 0.16%
2,646
-2,252
193
$283K 0.16%
4,815
-56
194
$283K 0.16%
7,286
+1,647
195
$282K 0.16%
390
-87
196
$282K 0.16%
+1,625
197
$282K 0.16%
1,835
-695
198
$281K 0.16%
+7,714
199
$279K 0.16%
3,155
+122
200
$277K 0.16%
+8,464
6 7
8
9 10