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
$245M
AUM Growth
+$85.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$4.56M
2
+$3.68M
3
+$2.74M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.55M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.11M

Top Sells

1
+$971K
2
+$561K
3
+$482K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$355K
5
CDL icon
VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL
+$321K

Sector Composition

1 Technology 7.49%
2 Industrials 3.88%
3 Healthcare 3.88%
4 Financials 3.63%
5 Communication Services 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$275K 0.11%
+3,262
227
$275K 0.11%
4,374
+928
228
$272K 0.11%
2,881
+334
229
$270K 0.11%
7,710
-204
230
$269K 0.11%
3,363
+29
231
$268K 0.11%
12,449
+3,003
232
$268K 0.11%
2,856
+140
233
$267K 0.11%
+10,533
234
$265K 0.11%
1,854
-29
235
$262K 0.11%
+3,255
236
$262K 0.11%
2,572
+116
237
$259K 0.11%
+2,360
238
$259K 0.11%
+2,159
239
$256K 0.1%
9,219
+1,802
240
$255K 0.1%
27,615
241
$254K 0.1%
2,181
+167
242
$253K 0.1%
+8,983
243
$248K 0.1%
9,080
-3,305
244
$247K 0.1%
+9,151
245
$246K 0.1%
14,238
-131
246
$242K 0.1%
+1,173
247
$242K 0.1%
3,540
248
$241K 0.1%
4,789
-718
249
$240K 0.1%
+4,268
250
$239K 0.1%
+10,810
8 9
10
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