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
$187M
AUM Growth
+$6.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1
+$2.37M
2
+$1.63M
3
+$1.52M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.04M
5
SPKL
Spark I Acquisition Corp
SPKL
+$762K

Top Sells

1
+$6.97M
2
+$1.56M
3
+$1.05M
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$933K
5
IBM icon
IBM
IBM
+$872K

Sector Composition

1 Technology 10.46%
2 Financials 8.15%
3 Industrials 7.71%
4 Healthcare 7.47%
5 Consumer Discretionary 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$229K 0.12%
400
-86
252
$228K 0.12%
517
-300
253
$227K 0.12%
+3,361
254
$227K 0.12%
+731
255
$227K 0.12%
+959
256
$225K 0.12%
+8,635
257
$221K 0.12%
+11,907
258
$221K 0.12%
2,188
-97
259
$221K 0.12%
+7,405
260
$218K 0.12%
+5,735
261
$218K 0.12%
+9,141
262
$218K 0.12%
+2,405
263
$217K 0.12%
+2,004
264
$215K 0.12%
2,954
-381
265
$215K 0.11%
417
-205
266
$215K 0.11%
+1,669
267
$214K 0.11%
+8,500
268
$213K 0.11%
2,898
-1,831
269
$212K 0.11%
+4,106
270
$212K 0.11%
+20,000
271
$212K 0.11%
1,557
-4,703
272
$211K 0.11%
+5,255
273
$208K 0.11%
+919
274
$207K 0.11%
+4,336
275
$207K 0.11%
+6,401
9 10
11
12 13