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
201
$275K 0.15%
8,062
+982
202
$275K 0.15%
9,172
-60
203
$274K 0.15%
3,822
-577
204
$274K 0.15%
8,387
+1,126
205
$274K 0.15%
2,056
-2,573
206
$273K 0.15%
+4,042
207
$272K 0.15%
+1,493
208
$271K 0.15%
7,947
+1,143
209
$271K 0.15%
622
-20
210
$268K 0.15%
+4,277
211
$267K 0.15%
+7,910
212
$266K 0.15%
+2,491
213
$266K 0.15%
2,634
+270
214
$266K 0.15%
8,447
+475
215
$265K 0.15%
2,809
+120
216
$264K 0.15%
2,758
-1,159
217
$264K 0.15%
5,970
-1,790
218
$263K 0.15%
2,371
-364
219
$262K 0.15%
6,949
-1,562
220
$260K 0.15%
2,950
+154
221
$260K 0.15%
985
+14
222
$259K 0.15%
8,213
-299
223
$259K 0.15%
+6,000
224
$258K 0.15%
2,512
-64
225
$257K 0.14%
1,171
-531
7 8
9
10 11