SG

StoneX Group Portfolio holdings

AUM $2.29B
1-Year Est. Return 18.91%
This Quarter Est. Return
1 Year Est. Return
+18.91%
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
1
$13.1M 5.87%
26,769
-1,941
2
$8.49M 3.81%
93,476
-2,856
3
$5.74M 2.58%
6,481
+467
4
$5.4M 2.42%
6,087
+250
5
$4.67M 2.09%
8,154
+346
6
$3.9M 1.75%
6,664
-111
7
$3.77M 1.69%
6,445
+130
8
$3.17M 1.42%
6,429
+607
9
$2.89M 1.3%
6,814
+730
10
$2.62M 1.18%
6,874
-156
11
$2.56M 1.15%
9,297
+418
12
$2.34M 1.05%
11,062
-329
13
$2.31M 1.03%
+34,768
14
$1.99M 0.89%
12,755
+2,155
15
$1.89M 0.85%
5,869
-41
16
$1.85M 0.83%
8,359
-250
17
$1.8M 0.81%
6,576
+249
18
$1.76M 0.79%
97,256
+16,286
19
$1.75M 0.78%
8,650
+348
20
$1.73M 0.78%
2,798
+358
21
$1.55M 0.7%
4,787
+327
22
$1.55M 0.69%
6,649
+240
23
$1.48M 0.67%
7,761
+591
24
$1.48M 0.67%
7,405
-1,397
25
$1.48M 0.66%
20,840
+2,030
1
2 3 4 5