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
$168M
AUM Growth
-$519M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
785
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$792K
3
+$715K
4
XYZ
Block Inc
XYZ
+$660K
5
FIS icon
Fidelity National Information Services
FIS
+$610K

Top Sells

1
+$47.3M
2
+$47.1M
3
+$37.7M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$32.9M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$20M

Sector Composition

1 Industrials 8.06%
2 Technology 7.92%
3 Healthcare 7.76%
4 Financials 7.54%
5 Consumer Discretionary 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$178K 0.11%
+13,733
302
$157K 0.09%
+15,600
303
$137K 0.08%
+13,320
304
$137K 0.08%
+13,682
305
$130K 0.08%
+12,500
306
$125K 0.07%
11,990
-2,710
307
$122K 0.07%
+13,771
308
$119K 0.07%
+13,893
309
$115K 0.07%
+10,344
310
$112K 0.07%
+13,464
311
$110K 0.07%
+13,982
312
$106K 0.06%
+21,688
313
$104K 0.06%
11,700
-3,300
314
$102K 0.06%
+10,000
315
$100K 0.06%
+1,129
316
$87.9K 0.05%
+10,877
317
$85.4K 0.05%
+1,705
318
$71K 0.04%
+11,847
319
$70.3K 0.04%
+12,997
320
$63.1K 0.04%
+13,841
321
$62.5K 0.04%
+10,304
322
$60.7K 0.04%
+11,600
323
$58.6K 0.03%
+10,712
324
$56.7K 0.03%
+14,036
325
$53.8K 0.03%
+10,371
11 12
13
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