SG
StoneX Group Portfolio holdings
AUM
$2.06B
1-Year Return
18.44%
This Quarter Return
+6.82%
1 Year Return
+18.44%
3 Year Return
+64.6%
5 Year Return
+109.51%
10 Year Return
–
AUM
$135M
AUM Growth
+$18.6M
(+16%)
Cap. Flow
+$12M
Cap. Flow
% of AUM
8.91%
Top 10 Holdings %
Top 10 Hldgs %
15.92%
Holding
247
New
27
Increased
140
Reduced
56
Closed
12
Top Buys
| 1 |
First Trust NYSE Arca Biotechnology Index Fund
FBT
|
$1.07M |
| 2 |
First Trust Enhanced Short Maturity ETF
FTSM
|
$701K |
| 3 |
Apple
AAPL
|
$422K |
| 4 |
Invesco QQQ Trust
QQQ
|
$410K |
| 5 |
VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
|
$344K |
Top Sells
Sector Composition
| 1 | Technology | 10.27% |
| 2 | Communication Services | 4.84% |
| 3 | Consumer Discretionary | 3.83% |
| 4 | Healthcare | 3.82% |
| 5 | Financials | 3.45% |
