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
$320M
AUM Growth
+$276M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1 +$4.35M
2 +$3.61M
3 +$3.12M
4
AAPL icon
Apple
AAPL
+$2.88M
5
BND icon
Vanguard Total Bond Market
BND
+$2.82M

Sector Composition

1 Healthcare 12.54%
2 Technology 10.15%
3 Financials 7.62%
4 Industrials 6.85%
5 Energy 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$299K 0.09%
+2,353
277
$299K 0.09%
+3,614
278
$297K 0.09%
+5,699
279
$297K 0.09%
+6,895
280
$297K 0.09%
+29,530
281
$296K 0.09%
+29,739
282
$296K 0.09%
+4,645
283
$294K 0.09%
+2,300
284
$293K 0.09%
+6,736
285
$291K 0.09%
+5,562
286
$291K 0.09%
+4,347
287
$290K 0.09%
+2,481
288
$290K 0.09%
+15,440
289
$289K 0.09%
+3,475
290
$288K 0.09%
+4,430
291
$287K 0.09%
+2,069
292
$286K 0.09%
+5,324
293
$284K 0.09%
+5,305
294
$282K 0.09%
+8,892
295
$282K 0.09%
27,850
-1,400
296
$281K 0.09%
+6,278
297
$278K 0.09%
+1,859
298
$277K 0.09%
+3,272
299
$276K 0.09%
+1,581
300
$276K 0.09%
27,337
+3,101