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
$168M
AUM Growth
-$519M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
785
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$792K
3
+$715K
4
XYZ
Block Inc
XYZ
+$660K
5
FIS icon
Fidelity National Information Services
FIS
+$610K

Top Sells

1
+$47.3M
2
+$47.1M
3
+$37.7M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$32.9M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$20M

Sector Composition

1 Industrials 8.06%
2 Technology 7.92%
3 Healthcare 7.76%
4 Financials 7.54%
5 Consumer Discretionary 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$244K 0.15%
3,068
+504
227
$244K 0.14%
1,299
-11
228
$243K 0.14%
5,239
-7,906
229
$243K 0.14%
8,172
-1,294
230
$242K 0.14%
+2,111
231
$242K 0.14%
+4,961
232
$242K 0.14%
+7,972
233
$241K 0.14%
+2,601
234
$241K 0.14%
8,512
+3
235
$240K 0.14%
1,637
+673
236
$240K 0.14%
+971
237
$240K 0.14%
+4,763
238
$239K 0.14%
2,048
+175
239
$237K 0.14%
+6,454
240
$236K 0.14%
+9,815
241
$235K 0.14%
+5,144
242
$235K 0.14%
2,796
-93
243
$235K 0.14%
+8,255
244
$230K 0.14%
9,100
-674
245
$229K 0.14%
+12,947
246
$229K 0.14%
+2,581
247
$228K 0.14%
+3,800
248
$228K 0.14%
+895
249
$227K 0.13%
+2,286
250
$226K 0.13%
+1,456
8 9
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