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
$537M
AUM Growth
-$73.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
594
New
Increased
Reduced
Closed

Top Buys

1
+$5.51M
2
+$5.5M
3
+$5.11M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.8M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.7M

Top Sells

1
+$13.9M
2
+$7.5M
3
+$6.64M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$4.98M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.89M

Sector Composition

1 Energy 0.95%
2 Financials 0.93%
3 Industrials 0.13%
4 Consumer Discretionary 0.09%
5 Technology 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$228K 0.04%
2,095
-29
252
$228K 0.04%
+23,300
253
$226K 0.04%
1,753
-1,270
254
$226K 0.04%
2,787
-1,409
255
$223K 0.04%
4,669
-2,618
256
$222K 0.04%
8,318
-3,568
257
$220K 0.04%
+5,669
258
$220K 0.04%
2,478
-1,358
259
$218K 0.04%
3,030
-92
260
$217K 0.04%
+2,965
261
$216K 0.04%
10,692
-10,410
262
$216K 0.04%
8,084
+321
263
$215K 0.04%
3,855
-523
264
$214K 0.04%
13,693
+293
265
$212K 0.04%
+1,368
266
$209K 0.04%
+7,134
267
$209K 0.04%
+6,437
268
$207K 0.04%
4,104
-25
269
$204K 0.04%
+20,000
270
$204K 0.04%
1,901
+26
271
$204K 0.04%
2,262
-19,722
272
$202K 0.04%
+1,857
273
$201K 0.04%
+400
274
$200K 0.04%
+14,310
275
$198K 0.04%
+10,367
9 10
11
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