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
$245M
AUM Growth
+$85.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$4.56M
2
+$3.68M
3
+$2.74M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.55M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.11M

Top Sells

1
+$971K
2
+$561K
3
+$482K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$355K
5
CDL icon
VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL
+$321K

Sector Composition

1 Technology 7.49%
2 Industrials 3.88%
3 Healthcare 3.88%
4 Financials 3.63%
5 Communication Services 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$237K 0.1%
4,379
-28
252
$237K 0.1%
2,082
+171
253
$236K 0.1%
5,029
+498
254
$236K 0.1%
5,966
-718
255
$236K 0.1%
+6,678
256
$233K 0.1%
+9,064
257
$232K 0.09%
3,955
+14
258
$232K 0.09%
21,803
-9,274
259
$231K 0.09%
+9,588
260
$231K 0.09%
+18,025
261
$229K 0.09%
1,354
262
$229K 0.09%
3,287
-53
263
$228K 0.09%
3,538
-742
264
$227K 0.09%
1,591
+52
265
$226K 0.09%
+4,487
266
$226K 0.09%
+6,403
267
$224K 0.09%
7,351
-2,133
268
$224K 0.09%
+2,949
269
$223K 0.09%
5,315
270
$221K 0.09%
+3,820
271
$221K 0.09%
+1,373
272
$220K 0.09%
14,982
-1,335
273
$218K 0.09%
+4,899
274
$218K 0.09%
+4,080
275
$217K 0.09%
5,446
-1,078
9 10
11
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