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
$156M
AUM Growth
+$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1 +$5.01M
2 +$4.48M
3 +$1.39M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$998K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$871K

Sector Composition

1 Technology 8.53%
2 Communication Services 4.7%
3 Consumer Discretionary 4.09%
4 Financials 3.9%
5 Healthcare 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-4,155