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
$537M
AUM Growth
-$73.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
594
New
Increased
Reduced
Closed

Top Buys

1
+$5.51M
2
+$5.5M
3
+$5.11M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.8M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.7M

Top Sells

1
+$13.9M
2
+$7.5M
3
+$6.64M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$4.98M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.89M

Sector Composition

1 Energy 0.95%
2 Financials 0.93%
3 Industrials 0.13%
4 Consumer Discretionary 0.09%
5 Technology 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$196K 0.04%
+20,246
277
$187K 0.03%
15,097
-17
278
$177K 0.03%
+276
279
$172K 0.03%
+17,000
280
$127K 0.02%
+12,500
281
$105K 0.02%
+10,486
282
$103K 0.02%
+12,582
283
$102K 0.02%
10,237
-5,648
284
$102K 0.02%
10,417
-1,764
285
$100K 0.02%
10,992
-2,127
286
$91.7K 0.02%
+10,694
287
$82.2K 0.02%
10,112
-13,694
288
$33.1K 0.01%
15,000
289
$22.2K ﹤0.01%
1,461
+250
290
$17.6K ﹤0.01%
+480
291
$17.4K ﹤0.01%
+1,000
292
$13.8K ﹤0.01%
+1,422
293
$13.8K ﹤0.01%
10,048
-1,852
294
$13.2K ﹤0.01%
600
295
$13K ﹤0.01%
+612
296
$12.1K ﹤0.01%
+2,219
297
$11.8K ﹤0.01%
+15,000
298
$11.7K ﹤0.01%
+116,531
299
$11.5K ﹤0.01%
+25
300
$11K ﹤0.01%
10,280
-4,720
10 11
12
13 14