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
$687M
AUM Growth
+$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
678
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$10.7M
3
+$9.93M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$7.07M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.52M

Top Sells

1
+$4.46M
2
+$3.68M
3
+$2.65M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$2.49M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.38M

Sector Composition

1 Healthcare 1.9%
2 Industrials 1.84%
3 Financials 1.61%
4 Energy 1.31%
5 Technology 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$298K 0.04%
+3,622
302
$296K 0.04%
+10,912
303
$295K 0.04%
+11,353
304
$295K 0.04%
+8,512
305
$290K 0.04%
1,334
-85
306
$288K 0.04%
3,422
+11
307
$286K 0.04%
+3,843
308
$286K 0.04%
5,962
+1,293
309
$284K 0.04%
+28,350
310
$281K 0.04%
+7,985
311
$280K 0.04%
+27,328
312
$280K 0.04%
1,823
+71
313
$279K 0.04%
+6,524
314
$278K 0.04%
3,855
-112
315
$278K 0.04%
+1,160
316
$278K 0.04%
+3,721
317
$278K 0.04%
18,366
+489
318
$278K 0.04%
6,777
+16
319
$277K 0.04%
7,182
-2,810
320
$274K 0.04%
9,302
321
$274K 0.04%
+27,500
322
$273K 0.04%
8,722
-100
323
$272K 0.04%
+27,176
324
$272K 0.04%
2,176
+81
325
$271K 0.04%
2,574
-126
11 12
13
14 15