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
$537M
AUM Growth
-$73.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
594
New
Increased
Reduced
Closed

Top Buys

1
+$5.51M
2
+$5.5M
3
+$5.11M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.8M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.7M

Top Sells

1
+$13.9M
2
+$7.5M
3
+$6.64M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$4.98M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.89M

Sector Composition

1 Energy 0.95%
2 Financials 0.93%
3 Industrials 0.13%
4 Consumer Discretionary 0.09%
5 Technology 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$271K 0.05%
+17,209
227
$271K 0.05%
3,312
+292
228
$270K 0.05%
3,967
+129
229
$270K 0.05%
11,179
-1,214
230
$269K 0.05%
8,278
+1,000
231
$266K 0.05%
9,302
+1,300
232
$266K 0.05%
11,127
-5,733
233
$266K 0.05%
+8,822
234
$264K 0.05%
+2,599
235
$260K 0.05%
6,404
+1,368
236
$255K 0.05%
+5,170
237
$253K 0.05%
17,907
-1,557
238
$253K 0.05%
3,329
-1,428
239
$252K 0.05%
10,543
-2,227
240
$251K 0.05%
1,752
+423
241
$249K 0.05%
10,635
-1,205
242
$247K 0.05%
1,509
-584
243
$247K 0.05%
+25,000
244
$245K 0.05%
9,740
+190
245
$242K 0.05%
6,784
-3,369
246
$238K 0.04%
8,377
+276
247
$238K 0.04%
6,018
-3,470
248
$230K 0.04%
4,895
+80
249
$230K 0.04%
4,303
+479
250
$230K 0.04%
12,721
-808
8 9
10
11 12