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
$168M
AUM Growth
-$519M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
785
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$792K
3
+$715K
4
XYZ
Block Inc
XYZ
+$660K
5
FIS icon
Fidelity National Information Services
FIS
+$610K

Top Sells

1
+$47.3M
2
+$47.1M
3
+$37.7M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$32.9M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$20M

Sector Composition

1 Industrials 8.06%
2 Technology 7.92%
3 Healthcare 7.76%
4 Financials 7.54%
5 Consumer Discretionary 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$212K 0.13%
+7,261
277
$212K 0.13%
8,527
-184
278
$212K 0.13%
+480
279
$210K 0.13%
1,426
-397
280
$210K 0.12%
+20,571
281
$209K 0.12%
+20,500
282
$208K 0.12%
+1,404
283
$207K 0.12%
2,573
-196
284
$207K 0.12%
2,162
-35
285
$207K 0.12%
+5,498
286
$206K 0.12%
+84
287
$205K 0.12%
+1,357
288
$204K 0.12%
+20,000
289
$204K 0.12%
+1,192
290
$204K 0.12%
+3,736
291
$204K 0.12%
+4,060
292
$203K 0.12%
2,109
-238
293
$202K 0.12%
2,572
-2,671
294
$202K 0.12%
2,375
-1,047
295
$201K 0.12%
+896
296
$191K 0.11%
+18,194
297
$191K 0.11%
+26,530
298
$189K 0.11%
15,891
+4,665
299
$188K 0.11%
+18,202
300
$188K 0.11%
+11,800
10 11
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