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
$311M
AUM Growth
+$47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$5.91M
2
+$2.66M
3
+$1.96M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.87M
5
AAPL icon
Apple
AAPL
+$1.36M

Top Sells

1
+$2.21M
2
+$1.67M
3
+$1.56M
4
IYW icon
iShares US Technology ETF
IYW
+$1.39M
5
PG icon
Procter & Gamble
PG
+$486K

Sector Composition

1 Technology 10.54%
2 Consumer Discretionary 4.75%
3 Healthcare 3.58%
4 Industrials 3.23%
5 Communication Services 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$209K 0.07%
+940
302
$208K 0.07%
+4,693
303
$208K 0.07%
+9,598
304
$208K 0.07%
+8,538
305
$208K 0.07%
+1,022
306
$207K 0.07%
+7,435
307
$207K 0.07%
+1,994
308
$206K 0.07%
+5,772
309
$205K 0.07%
+494
310
$205K 0.07%
+6,926
311
$203K 0.07%
+1,790
312
$202K 0.07%
+964
313
$200K 0.06%
+185
314
$174K 0.06%
5,600
+1,005
315
$166K 0.05%
24,907
-2,414
316
$160K 0.05%
12,493
+19
317
$154K 0.05%
28,421
-4,753
318
$152K 0.05%
13,678
+21
319
$134K 0.04%
10,822
+19
320
$129K 0.04%
1,214
-460
321
$119K 0.04%
+14,000
322
$119K 0.04%
+12,550
323
$118K 0.04%
879
324
$113K 0.04%
10,718
+26
325
$58K 0.02%
10,310
-44,834
10 11 12
13
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