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
$245M
AUM Growth
+$85.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$4.56M
2
+$3.68M
3
+$2.74M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.55M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.11M

Top Sells

1
+$971K
2
+$561K
3
+$482K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$355K
5
CDL icon
VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL
+$321K

Sector Composition

1 Technology 7.49%
2 Industrials 3.88%
3 Healthcare 3.88%
4 Financials 3.63%
5 Communication Services 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$217K 0.09%
+7,402
277
$216K 0.09%
+655
278
$215K 0.09%
3,607
+6
279
$213K 0.09%
+1,991
280
$211K 0.09%
+4,843
281
$211K 0.09%
+2,487
282
$211K 0.09%
+8,701
283
$209K 0.09%
7,559
-773
284
$208K 0.08%
6,073
-356
285
$208K 0.08%
+5,732
286
$206K 0.08%
32,035
-19,869
287
$205K 0.08%
+3,826
288
$205K 0.08%
4,943
-687
289
$204K 0.08%
+1,592
290
$202K 0.08%
7,952
-547
291
$201K 0.08%
+4,750
292
$190K 0.08%
+47,450
293
$186K 0.08%
3,970
-1,301
294
$180K 0.07%
+12,250
295
$180K 0.07%
13,850
+919
296
$173K 0.07%
3,100
+130
297
$161K 0.07%
10,796
-1,869
298
$106K 0.04%
10,600
299
$59K 0.02%
+19,560
300
$49K 0.02%
12,125
-11,100
9 10 11
12
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