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
$687M
AUM Growth
+$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
678
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$10.7M
3
+$9.93M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$7.07M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.52M

Top Sells

1
+$4.46M
2
+$3.68M
3
+$2.65M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$2.49M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.38M

Sector Composition

1 Healthcare 1.9%
2 Industrials 1.84%
3 Financials 1.61%
4 Energy 1.31%
5 Technology 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$336K 0.05%
+6,067
277
$331K 0.05%
+6,644
278
$330K 0.05%
+1,337
279
$329K 0.05%
+32,591
280
$328K 0.05%
+5,052
281
$327K 0.05%
6,555
+459
282
$326K 0.05%
+6,083
283
$326K 0.05%
5,031
-925
284
$323K 0.05%
+1,415
285
$323K 0.05%
6,470
+1,300
286
$322K 0.05%
+10,599
287
$320K 0.05%
2,963
-54
288
$319K 0.05%
1,831
+322
289
$315K 0.05%
3,817
-1,163
290
$315K 0.05%
11,168
-272
291
$315K 0.05%
+30,800
292
$311K 0.05%
19,427
+5,734
293
$310K 0.05%
10,316
+186
294
$309K 0.04%
+5,912
295
$308K 0.04%
+15,512
296
$308K 0.04%
2,383
+50
297
$306K 0.04%
957
-116
298
$304K 0.04%
+1,936
299
$304K 0.04%
3,515
+203
300
$300K 0.04%
19,944
+2,037
10 11
12
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