SG
StoneX Group Portfolio holdings
AUM
$2.06B
This Quarter Return
-14.99%
1 Year Return
+18.44%
3 Year Return
+64.6%
5 Year Return
+109.51%
10 Year Return
–
AUM
$188M
AUM Growth
+$188M
(-23%)
Cap. Flow
-$18.2M
Cap. Flow
% of AUM
-9.66%
Top 10 Holdings %
Top 10 Hldgs %
23.55%
Holding
335
New
30
Increased
100
Reduced
116
Closed
86
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
$4.68M |
| 2 |
Vanguard High Dividend Yield ETF
VYM
|
$3.42M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$2.62M |
| 4 |
Vanguard International High Dividend Yield ETF
VYMI
|
$1.83M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.82M |
Top Sells
Sector Composition
| 1 | Technology | 8.94% |
| 2 | Healthcare | 4.19% |
| 3 | Communication Services | 4.01% |
| 4 | Consumer Discretionary | 3.79% |
| 5 | Industrials | 3.65% |
