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
$187M
AUM Growth
+$6.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1
+$2.37M
2
+$1.63M
3
+$1.52M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.04M
5
SPKL
Spark I Acquisition Corp
SPKL
+$762K

Top Sells

1
+$6.97M
2
+$1.56M
3
+$1.05M
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$933K
5
IBM icon
IBM
IBM
+$872K

Sector Composition

1 Technology 10.46%
2 Financials 8.15%
3 Industrials 7.71%
4 Healthcare 7.47%
5 Consumer Discretionary 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$207K 0.11%
+2,749
277
$206K 0.11%
+11,392
278
$204K 0.11%
1,633
-425
279
$204K 0.11%
+9,827
280
$204K 0.11%
+6,075
281
$203K 0.11%
+5,446
282
$202K 0.11%
+740
283
$202K 0.11%
+3,105
284
$202K 0.11%
+2,362
285
$202K 0.11%
+1,400
286
$202K 0.11%
+3,945
287
$201K 0.11%
3,927
-328
288
$200K 0.11%
831
-209
289
$175K 0.09%
+14,800
290
$166K 0.09%
19,360
+8,773
291
$152K 0.08%
+13,813
292
$148K 0.08%
+13,879
293
$143K 0.08%
+11,818
294
$132K 0.07%
+15,756
295
$122K 0.07%
+14,999
296
$102K 0.05%
+11,833
297
$96.5K 0.05%
+11,736
298
$95.8K 0.05%
+38,782
299
$88.6K 0.05%
2,060
-203
300
$84.2K 0.05%
+25,818
10 11
12
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