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
$687M
AUM Growth
+$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
678
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$10.7M
3
+$9.93M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$7.07M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.52M

Top Sells

1
+$4.46M
2
+$3.68M
3
+$2.65M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$2.49M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.38M

Sector Composition

1 Healthcare 1.9%
2 Industrials 1.84%
3 Financials 1.61%
4 Energy 1.31%
5 Technology 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$491K 0.07%
+1,458
227
$488K 0.07%
21,490
-11,726
228
$488K 0.07%
+5,821
229
$485K 0.07%
4,463
+711
230
$484K 0.07%
2,299
-191
231
$476K 0.07%
+9,143
232
$469K 0.07%
+1,918
233
$464K 0.07%
+9,457
234
$460K 0.07%
7,206
-120
235
$460K 0.07%
18,924
-6,868
236
$459K 0.07%
4,676
+758
237
$455K 0.07%
+2,613
238
$454K 0.07%
+4,055
239
$453K 0.07%
+5,243
240
$451K 0.07%
+2,076
241
$439K 0.06%
14,986
+15
242
$438K 0.06%
26,325
+2,524
243
$436K 0.06%
9,938
+2,800
244
$432K 0.06%
+3,266
245
$431K 0.06%
+6,143
246
$427K 0.06%
8,946
-398
247
$424K 0.06%
+5,185
248
$423K 0.06%
+3,019
249
$420K 0.06%
11,818
+1,164
250
$420K 0.06%
16,736
-1,237
8 9
10
11 12