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
$674M
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
498
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$7.29M
3
+$6.73M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$6.63M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.16M

Top Sells

1
+$25.3M
2
+$5.36M
3
+$3.95M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$3.36M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.69M

Sector Composition

1 Technology 7.36%
2 Healthcare 5.2%
3 Consumer Discretionary 3.22%
4 Industrials 3.18%
5 Financials 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$376K 0.06%
+3,759
302
$375K 0.06%
3,355
+4
303
$375K 0.06%
43,003
+1,680
304
$373K 0.06%
12,013
+5,280
305
$372K 0.06%
6,516
-111
306
$370K 0.05%
+3,302
307
$364K 0.05%
19,500
+625
308
$362K 0.05%
+13,045
309
$360K 0.05%
+12,360
310
$360K 0.05%
+14,295
311
$357K 0.05%
+4,600
312
$356K 0.05%
1,619
+19
313
$356K 0.05%
10,851
+235
314
$352K 0.05%
6,637
-1,118
315
$352K 0.05%
+5,680
316
$352K 0.05%
20,292
-1,644
317
$350K 0.05%
23,569
+2,461
318
$349K 0.05%
+9,588
319
$347K 0.05%
+14,812
320
$345K 0.05%
16,408
+2,534
321
$344K 0.05%
5,300
+576
322
$344K 0.05%
2,620
+150
323
$341K 0.05%
1,380
+361
324
$337K 0.05%
11,508
+629
325
$336K 0.05%
4,218
+526
11 12
13
14 15