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
$168M
AUM Growth
-$519M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
785
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$792K
3
+$715K
4
XYZ
Block Inc
XYZ
+$660K
5
FIS icon
Fidelity National Information Services
FIS
+$610K

Top Sells

1
+$47.3M
2
+$47.1M
3
+$37.7M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$32.9M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$20M

Sector Composition

1 Industrials 8.06%
2 Technology 7.92%
3 Healthcare 7.76%
4 Financials 7.54%
5 Consumer Discretionary 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$225K 0.13%
3,149
-83
252
$225K 0.13%
1,804
-248
253
$225K 0.13%
+1,174
254
$224K 0.13%
2,928
+107
255
$224K 0.13%
8,109
-194
256
$223K 0.13%
+5,400
257
$223K 0.13%
6,804
-242
258
$222K 0.13%
+2,689
259
$221K 0.13%
4,404
+8
260
$221K 0.13%
1,888
+12
261
$221K 0.13%
2,936
+221
262
$220K 0.13%
6,281
+84
263
$219K 0.13%
+1,488
264
$218K 0.13%
7,776
-203
265
$217K 0.13%
+615
266
$217K 0.13%
+2,364
267
$217K 0.13%
+2,294
268
$217K 0.13%
1,412
-11
269
$216K 0.13%
21,027
-7,323
270
$215K 0.13%
2,593
-1,224
271
$215K 0.13%
+9,690
272
$213K 0.13%
+14,470
273
$213K 0.13%
13,365
-270
274
$213K 0.13%
+5,639
275
$213K 0.13%
+7,080
9 10
11
12 13