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
$674M
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
498
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$7.29M
3
+$6.73M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$6.63M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.16M

Top Sells

1
+$25.3M
2
+$5.36M
3
+$3.95M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$3.36M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.69M

Sector Composition

1 Technology 7.36%
2 Healthcare 5.2%
3 Consumer Discretionary 3.22%
4 Industrials 3.18%
5 Financials 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$413K 0.06%
7,203
+2,020
277
$411K 0.06%
7,079
+359
278
$410K 0.06%
1,122
+247
279
$409K 0.06%
+30,898
280
$409K 0.06%
7,692
+283
281
$408K 0.06%
5,239
+975
282
$408K 0.06%
8,172
-122
283
$406K 0.06%
3,509
-52
284
$406K 0.06%
+15,741
285
$405K 0.06%
19,584
-2,229
286
$404K 0.06%
9,799
287
$400K 0.06%
5,247
+473
288
$400K 0.06%
7,182
+2,806
289
$397K 0.06%
+1,667
290
$396K 0.06%
5,118
+2,011
291
$396K 0.06%
3,173
+734
292
$396K 0.06%
1,344
+199
293
$392K 0.06%
7,278
+1,238
294
$391K 0.06%
5,185
+1,957
295
$386K 0.06%
5,248
-647
296
$385K 0.06%
3,780
+1,250
297
$384K 0.06%
4,241
+1,270
298
$381K 0.06%
15,774
+1,019
299
$380K 0.06%
2,713
+849
300
$380K 0.06%
10,384
+1,756
10 11
12
13 14