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
201
$314K 0.14%
6,148
-268
202
$314K 0.14%
3,518
-1,644
203
$313K 0.14%
2,147
+91
204
$312K 0.14%
7,919
+1,689
205
$311K 0.14%
+8,648
206
$310K 0.14%
9,648
+581
207
$309K 0.14%
6,420
-2,283
208
$309K 0.14%
9,020
+283
209
$307K 0.14%
2,042
-1,161
210
$306K 0.14%
+3,188
211
$305K 0.14%
1,946
212
$305K 0.14%
656
-192
213
$298K 0.13%
8,799
-692
214
$296K 0.13%
3,861
-701
215
$295K 0.13%
5,452
-1,110
216
$292K 0.13%
678
+272
217
$291K 0.13%
6,172
-1,144
218
$290K 0.13%
1,936
+2
219
$288K 0.13%
2,895
+870
220
$288K 0.13%
+8,954
221
$287K 0.13%
+7,100
222
$285K 0.13%
+4,311
223
$284K 0.13%
+11,266
224
$284K 0.13%
1,414
-195
225
$281K 0.13%
+7,210
7 8
9
10 11