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
201
$328K 0.12%
15,417
-3,089
202
$323K 0.12%
2,481
+355
203
$321K 0.12%
+9,722
204
$320K 0.12%
6,329
-2,618
205
$316K 0.12%
6,431
+1,148
206
$309K 0.12%
+3,630
207
$308K 0.12%
2,779
-160
208
$308K 0.12%
5,261
-918
209
$307K 0.12%
3,960
-919
210
$307K 0.12%
7,689
+80
211
$306K 0.12%
+5,613
212
$304K 0.12%
14,482
-500
213
$303K 0.11%
6,192
+12
214
$302K 0.11%
3,457
-40
215
$300K 0.11%
5,907
216
$300K 0.11%
481
-30
217
$287K 0.11%
660
-12
218
$285K 0.11%
+5,748
219
$285K 0.11%
13,567
+1,285
220
$285K 0.11%
5,140
+1,000
221
$281K 0.11%
15,480
+1,193
222
$280K 0.11%
5,030
-2,453
223
$277K 0.11%
935
-65
224
$277K 0.11%
1,939
+5
225
$275K 0.1%
+505
7 8
9
10 11