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
$687M
AUM Growth
+$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
678
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$10.7M
3
+$9.93M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$7.07M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.52M

Top Sells

1
+$4.46M
2
+$3.68M
3
+$2.65M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$2.49M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.38M

Sector Composition

1 Healthcare 1.9%
2 Industrials 1.84%
3 Financials 1.61%
4 Energy 1.31%
5 Technology 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$418K 0.06%
+3,326
252
$418K 0.06%
+3,523
253
$418K 0.06%
4,313
-360
254
$417K 0.06%
8,436
-204
255
$416K 0.06%
15,894
-4,205
256
$414K 0.06%
11,989
-5,743
257
$403K 0.06%
+2,541
258
$399K 0.06%
+5,106
259
$395K 0.06%
9,079
-394
260
$393K 0.06%
7,406
+94
261
$387K 0.06%
5,218
-16,606
262
$387K 0.06%
2,509
-2,217
263
$382K 0.06%
4,347
-311
264
$379K 0.06%
6,973
+181
265
$377K 0.05%
13,060
+3,320
266
$377K 0.05%
844
-9
267
$371K 0.05%
2,826
-110
268
$366K 0.05%
+5,972
269
$364K 0.05%
11,144
+2,866
270
$360K 0.05%
3,418
-1,063
271
$345K 0.05%
3,881
-80
272
$342K 0.05%
8,342
-63
273
$339K 0.05%
10,962
-51
274
$338K 0.05%
24,689
-557
275
$337K 0.05%
1,358
-136
9 10
11
12 13