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
$311M
AUM Growth
+$47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$5.91M
2
+$2.66M
3
+$1.96M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.87M
5
AAPL icon
Apple
AAPL
+$1.36M

Top Sells

1
+$2.21M
2
+$1.67M
3
+$1.56M
4
IYW icon
iShares US Technology ETF
IYW
+$1.39M
5
PG icon
Procter & Gamble
PG
+$486K

Sector Composition

1 Technology 10.54%
2 Consumer Discretionary 4.75%
3 Healthcare 3.58%
4 Industrials 3.23%
5 Communication Services 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$311K 0.1%
8,502
+842
227
$311K 0.1%
1,906
+139
228
$307K 0.1%
13,823
-550
229
$302K 0.1%
4,612
+400
230
$298K 0.1%
1,321
+113
231
$298K 0.1%
5,340
+200
232
$297K 0.1%
+12,742
233
$297K 0.1%
15,499
+19
234
$291K 0.09%
7,350
+954
235
$289K 0.09%
2,835
-622
236
$289K 0.09%
6,576
+1,326
237
$287K 0.09%
1,921
+306
238
$286K 0.09%
14,382
-100
239
$285K 0.09%
13,159
-408
240
$283K 0.09%
+2,253
241
$282K 0.09%
504
+23
242
$281K 0.09%
+10,776
243
$279K 0.09%
5,492
-415
244
$278K 0.09%
+3,583
245
$277K 0.09%
15,100
+1,700
246
$271K 0.09%
+6,731
247
$268K 0.09%
1,362
-9
248
$266K 0.09%
+8,646
249
$265K 0.09%
4,293
-139
250
$264K 0.09%
1,854
8 9
10
11 12