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
$537M
AUM Growth
-$73.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
594
New
Increased
Reduced
Closed

Top Buys

1
+$5.51M
2
+$5.5M
3
+$5.11M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.8M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.7M

Top Sells

1
+$13.9M
2
+$7.5M
3
+$6.64M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$4.98M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.89M

Sector Composition

1 Energy 0.95%
2 Financials 0.93%
3 Industrials 0.13%
4 Consumer Discretionary 0.09%
5 Technology 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$10.9K ﹤0.01%
1,120
-110
302
$8.84K ﹤0.01%
+278
303
$8.43K ﹤0.01%
1,204
-296
304
$8.14K ﹤0.01%
626
-109
305
$7.67K ﹤0.01%
+153,420
306
$6.8K ﹤0.01%
90
-2
307
– –
0
308
$6.32K ﹤0.01%
745
-5
309
$6.03K ﹤0.01%
+12,186
310
$5.92K ﹤0.01%
+1,005
311
$5.61K ﹤0.01%
14,692
-308
312
$5.58K ﹤0.01%
227
-23
313
$5.12K ﹤0.01%
+106,609
314
$4.83K ﹤0.01%
552
-48
315
$4.79K ﹤0.01%
13,269
-3,166
316
$4.72K ﹤0.01%
543
-57
317
$4.39K ﹤0.01%
+1
318
$4.35K ﹤0.01%
+500
319
$4.35K ﹤0.01%
+10,865
320
$4.17K ﹤0.01%
+21
321
$3.98K ﹤0.01%
+940
322
$3.81K ﹤0.01%
+38,076
323
$3.75K ﹤0.01%
+12,723
324
$3.73K ﹤0.01%
785
+246
325
$3.62K ﹤0.01%
1,250
-9
11 12
13
14 15