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
176
$348K 0.16%
15,369
-1,671
177
$347K 0.16%
3,299
+83
178
$345K 0.15%
1,255
-839
179
$344K 0.15%
+3,510
180
$344K 0.15%
4,815
181
$342K 0.15%
6,298
+275
182
$336K 0.15%
+5,316
183
$335K 0.15%
2,007
+212
184
$333K 0.15%
2,209
+844
185
$332K 0.15%
1,894
+431
186
$329K 0.15%
+5,558
187
$328K 0.15%
+5,056
188
$327K 0.15%
1,162
-36
189
$327K 0.15%
5,515
-225
190
$327K 0.15%
1,948
-343
191
$326K 0.15%
2,352
-4
192
$325K 0.15%
1,121
+9
193
$324K 0.15%
5,306
194
$322K 0.14%
9,989
-456
195
$322K 0.14%
4,444
-434
196
$321K 0.14%
7,486
-456
197
$321K 0.14%
4,430
+108
198
$318K 0.14%
8,252
+333
199
$318K 0.14%
2,870
-5,133
200
$316K 0.14%
+6,090
6 7
8
9 10