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SG

StoneX Group Portfolio holdings

AUM $1.86B
1-Year Est. Return 21.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$188M
AUM Growth
-$56.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$4.66M
2
+$4.15M
3
+$3.11M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.35M
5
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$2.31M

Top Sells

1
+$1.96M
2
+$1.88M
3
+$1.55M
4
IYT icon
iShares US Transportation ETF
IYT
+$1.43M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.32M

Sector Composition

1 Technology 8.94%
2 Healthcare 4.19%
3 Communication Services 4.01%
4 Consumer Discretionary 3.79%
5 Industrials 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
– –
-23,158
327
– –
-7,402
328
– –
-8,701
329
– –
-12,255
330
– –
-10,600
331
– –
-3,970
332
– –
-4,268
333
– –
-1,592
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