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
$311M
AUM Growth
+$47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$5.91M
2
+$2.66M
3
+$1.96M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.87M
5
AAPL icon
Apple
AAPL
+$1.36M

Top Sells

1
+$2.21M
2
+$1.67M
3
+$1.56M
4
IYW icon
iShares US Technology ETF
IYW
+$1.39M
5
PG icon
Procter & Gamble
PG
+$486K

Sector Composition

1 Technology 10.54%
2 Consumer Discretionary 4.75%
3 Healthcare 3.58%
4 Industrials 3.23%
5 Communication Services 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$261K 0.08%
+590
252
$258K 0.08%
5,111
-1,218
253
$254K 0.08%
+6,610
254
$254K 0.08%
+1,171
255
$252K 0.08%
4,367
-124
256
$252K 0.08%
2,413
+7
257
$250K 0.08%
+5,036
258
$249K 0.08%
+2,045
259
$249K 0.08%
+2,896
260
$248K 0.08%
+3,192
261
$248K 0.08%
4,966
+565
262
$247K 0.08%
1,850
+1
263
$246K 0.08%
4,905
+864
264
$246K 0.08%
1,721
+132
265
$246K 0.08%
5,686
+1,674
266
$245K 0.08%
5,193
+160
267
$240K 0.08%
4,586
-292
268
$239K 0.08%
+1,262
269
$234K 0.08%
4,290
+39
270
$233K 0.08%
+1,296
271
$232K 0.07%
4,200
+103
272
$231K 0.07%
13,235
+2,890
273
$230K 0.07%
7,421
274
$230K 0.07%
2,660
-65
275
$229K 0.07%
2,999
9 10
11
12 13