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
$311M
AUM Growth
+$47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$5.91M
2
+$2.66M
3
+$1.96M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$1.87M
5
AAPL icon
Apple
AAPL
+$1.36M

Top Sells

1
+$2.21M
2
+$1.67M
3
+$1.56M
4
IYW icon
iShares US Technology ETF
IYW
+$1.39M
5
PG icon
Procter & Gamble
PG
+$486K

Sector Composition

1 Technology 10.54%
2 Consumer Discretionary 4.75%
3 Healthcare 3.58%
4 Industrials 3.23%
5 Communication Services 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$43K 0.01%
18,500
327
$42K 0.01%
18,885
328
$31K 0.01%
14,000
329
– –
-4,115
330
– –
-12,995
331
– –
-5,030
332
– –
-5,748
333
– –
-7,183
334
– –
-3,454
335
– –
-4,108
336
– –
-16,525
337
– –
-176
338
– –
-9,700
339
– –
-896
340
– –
-20,679
341
– –
-1,707
342
– –
-8,879
343
– –
-14,603
344
– –
-14,979
345
– –
-12,500
346
– –
-2,266
347
– –
-20,584
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