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
$311M
AUM Growth
+$47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$5.91M
2
+$2.66M
3
+$1.96M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.87M
5
AAPL icon
Apple
AAPL
+$1.36M

Top Sells

1
+$2.21M
2
+$1.67M
3
+$1.56M
4
IYW icon
iShares US Technology ETF
IYW
+$1.39M
5
PG icon
Procter & Gamble
PG
+$486K

Sector Composition

1 Technology 10.54%
2 Consumer Discretionary 4.75%
3 Healthcare 3.58%
4 Industrials 3.23%
5 Communication Services 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$228K 0.07%
6,777
+57
277
$228K 0.07%
+3,288
278
$227K 0.07%
9,660
-220
279
$227K 0.07%
+4,550
280
$226K 0.07%
3,327
+8
281
$225K 0.07%
+4,187
282
$224K 0.07%
+1,893
283
$224K 0.07%
5,983
-320
284
$222K 0.07%
+1,030
285
$222K 0.07%
+3,725
286
$219K 0.07%
+2,605
287
$218K 0.07%
+3,804
288
$217K 0.07%
7,380
-3,500
289
$216K 0.07%
+16,092
290
$214K 0.07%
4,589
-36
291
$214K 0.07%
1,367
-572
292
$213K 0.07%
+3,495
293
$212K 0.07%
+1,173
294
$212K 0.07%
+2,235
295
$212K 0.07%
10,986
+13
296
$212K 0.07%
550
-94
297
$211K 0.07%
+9,295
298
$210K 0.07%
1,864
+62
299
$210K 0.07%
+7,209
300
$209K 0.07%
+335
10 11
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