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
$674M
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
498
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$7.29M
3
+$6.73M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$6.63M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.16M

Top Sells

1
+$25.3M
2
+$5.36M
3
+$3.95M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$3.36M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.69M

Sector Composition

1 Technology 7.36%
2 Healthcare 5.2%
3 Consumer Discretionary 3.22%
4 Industrials 3.18%
5 Financials 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$602K 0.09%
688
+31
227
$601K 0.09%
4,918
+32
228
$585K 0.09%
5,049
+592
229
$579K 0.09%
3,009
+645
230
$572K 0.08%
5,282
+1,482
231
$571K 0.08%
16,797
+9,593
232
$567K 0.08%
22,871
-515
233
$566K 0.08%
2,336
+69
234
$557K 0.08%
2,538
+306
235
$557K 0.08%
12,297
-3,208
236
$554K 0.08%
3,583
+294
237
$552K 0.08%
14,694
+3,994
238
$548K 0.08%
16,138
+1,713
239
$548K 0.08%
15,708
+780
240
$546K 0.08%
129,150
+2,500
241
$545K 0.08%
11,511
+392
242
$537K 0.08%
8,936
+203
243
$536K 0.08%
56,836
+1,901
244
$534K 0.08%
6,198
+1,766
245
$534K 0.08%
+5,000
246
$529K 0.08%
5,771
+1,392
247
$525K 0.08%
2,877
+489
248
$522K 0.08%
22,595
+244
249
$513K 0.08%
1,716
+421
250
$511K 0.08%
5,012
+365
8 9
10
11 12