SG

StoneX Group Portfolio holdings

AUM $2.3B
1-Year Est. Return 19.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.06B
AUM Growth
+$233M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,050
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$15.9M
3
+$7.46M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.4M
5
OBAWU
Oxley Bridge Acquisition Ltd Unit
OBAWU
+$2.93M

Top Sells

1
+$8.17M
2
+$4.76M
3
+$2.79M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$2.33M
5
GXC icon
State Street SPDR S&P China ETF
GXC
+$2.28M

Sector Composition

1 Technology 9.73%
2 Financials 4.75%
3 Consumer Discretionary 3.2%
4 Healthcare 2.9%
5 Industrials 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.4M 0.07%
7,607
-1,395
252
$1.39M 0.07%
17,357
+3,410
253
$1.39M 0.07%
17,650
+2,522
254
$1.38M 0.07%
8,017
+2,643
255
$1.38M 0.07%
+40,000
256
$1.37M 0.07%
14,045
+8,453
257
$1.33M 0.06%
1,487
+30
258
$1.33M 0.06%
3,440
-344
259
$1.33M 0.06%
22,125
-3,674
260
$1.32M 0.06%
7,236
-3,033
261
$1.32M 0.06%
10,694
-2,028
262
$1.31M 0.06%
+32,799
263
$1.31M 0.06%
13,178
-901
264
$1.31M 0.06%
10,554
-531
265
$1.31M 0.06%
49,937
-812
266
$1.31M 0.06%
14,516
+1,271
267
$1.31M 0.06%
16,623
-2,081
268
$1.29M 0.06%
30,525
+1,488
269
$1.29M 0.06%
30,207
+10,930
270
$1.28M 0.06%
24,603
+11,921
271
$1.28M 0.06%
6,090
-1,537
272
$1.27M 0.06%
12,118
+4,967
273
$1.27M 0.06%
+125,000
274
$1.26M 0.06%
11,663
+255
275
$1.24M 0.06%
37,981
-2,718
9 10
11
12 13