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
$187M
AUM Growth
+$6.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1
+$2.37M
2
+$1.63M
3
+$1.52M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.04M
5
SPKL
Spark I Acquisition Corp
SPKL
+$762K

Top Sells

1
+$6.97M
2
+$1.56M
3
+$1.05M
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$933K
5
IBM icon
IBM
IBM
+$872K

Sector Composition

1 Technology 10.46%
2 Financials 8.15%
3 Industrials 7.71%
4 Healthcare 7.47%
5 Consumer Discretionary 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$256K 0.14%
1,878
-994
227
$249K 0.13%
+3,536
228
$248K 0.13%
7,912
+403
229
$247K 0.13%
2,017
-268
230
$247K 0.13%
3,838
-2
231
$247K 0.13%
+12,648
232
$245K 0.13%
2,677
-10,213
233
$244K 0.13%
6,763
234
$244K 0.13%
3,865
-437
235
$244K 0.13%
+1,800
236
$244K 0.13%
4,661
-9,340
237
$243K 0.13%
2,082
+85
238
$243K 0.13%
277
+27
239
$242K 0.13%
1,887
-280
240
$241K 0.13%
4,466
+21
241
$241K 0.13%
1,454
-344
242
$240K 0.13%
11,978
-1,122
243
$237K 0.13%
1,054
-178
244
$236K 0.13%
1,350
-87
245
$235K 0.13%
+1,233
246
$234K 0.13%
+4,856
247
$234K 0.13%
+1,098
248
$230K 0.12%
2,282
-652
249
$230K 0.12%
2,197
-3,117
250
$230K 0.12%
5,202
+143
8 9
10
11 12