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
$1.82B
AUM Growth
+$1.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
971
New
Increased
Reduced
Closed

Top Buys

1
+$102M
2
+$98.3M
3
+$60.6M
4
AAPL icon
Apple
AAPL
+$46.7M
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$42M

Top Sells

1
+$2.31M
2
+$1.58M
3
+$1.46M
4
ELV icon
Elevance Health
ELV
+$903K
5
IEX icon
IDEX
IEX
+$747K

Sector Composition

1 Technology 9.66%
2 Financials 4.77%
3 Consumer Discretionary 3.69%
4 Healthcare 3.3%
5 Consumer Staples 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$927K 0.05%
+11,730
302
$923K 0.05%
18,286
+9,897
303
$916K 0.05%
7,096
-341
304
$914K 0.05%
+21,302
305
$914K 0.05%
+13,382
306
$913K 0.05%
16,950
+10,754
307
$909K 0.05%
+12,909
308
$908K 0.05%
+14,509
309
$908K 0.05%
4,585
+1,083
310
$903K 0.05%
7,011
-2,882
311
$900K 0.05%
+41,074
312
$893K 0.05%
3,010
+1,393
313
$888K 0.05%
4,733
+76
314
$882K 0.05%
+16,805
315
$872K 0.05%
+80,973
316
$871K 0.05%
+21,707
317
$870K 0.05%
6,966
+396
318
$869K 0.05%
+43,150
319
$865K 0.05%
5,585
-9
320
$861K 0.05%
+11,037
321
$860K 0.05%
+22,544
322
$856K 0.05%
+16,612
323
$852K 0.05%
+28,876
324
$841K 0.05%
+14,869
325
$839K 0.05%
+54,390
11 12
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