SG

StoneX Group Portfolio holdings

AUM $2.29B
1-Year Est. Return 18.91%
This Quarter Est. Return
1 Year Est. Return
+18.91%
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
+$4.68M
2
+$3.42M
3
+$2.62M
4
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$1.83M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.82M

Top Sells

1
+$1.96M
2
+$1.72M
3
+$1.52M
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
– –
-1,591
327
– –
-6,678
328
– –
-3,457
329
– –
-3,287
330
– –
-1,854
331
– –
-5,029
332
– –
-17,372
333
– –
-4,487
10 11 12 13
14