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
$320M
AUM Growth
+$276M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1 +$4.35M
2 +$3.61M
3 +$3.12M
4
AAPL icon
Apple
AAPL
+$2.88M
5
BND icon
Vanguard Total Bond Market
BND
+$2.82M

Sector Composition

1 Healthcare 12.54%
2 Technology 10.15%
3 Financials 7.62%
4 Industrials 6.85%
5 Energy 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$276K 0.09%
+4,803
302
$274K 0.09%
+11,889
303
$274K 0.09%
+5,474
304
$271K 0.08%
+2,265
305
$271K 0.08%
24,218
+44
306
$270K 0.08%
+3,149
307
$267K 0.08%
+3,492
308
$266K 0.08%
+9,806
309
$262K 0.08%
+2,156
310
$260K 0.08%
+14,084
311
$259K 0.08%
+10,413
312
$259K 0.08%
+7,418
313
$257K 0.08%
+2,608
314
$254K 0.08%
+70,320
315
$252K 0.08%
+11,256
316
$251K 0.08%
+6,311
317
$250K 0.08%
+3,764
318
$249K 0.08%
+1,119
319
$247K 0.08%
+2,288
320
$247K 0.08%
+7,088
321
$246K 0.08%
+4,562
322
$245K 0.08%
+4,507
323
$243K 0.08%
+3,131
324
$242K 0.08%
+17,130
325
$242K 0.08%
4,939
-15,801