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
$674M
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
498
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$7.29M
3
+$6.73M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$6.63M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.16M

Top Sells

1
+$25.3M
2
+$5.36M
3
+$3.95M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$3.36M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.69M

Sector Composition

1 Technology 7.36%
2 Healthcare 5.2%
3 Consumer Discretionary 3.22%
4 Industrials 3.18%
5 Financials 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$336K 0.05%
36,177
+777
327
$335K 0.05%
+2,349
328
$335K 0.05%
1,885
+55
329
$333K 0.05%
4,946
+72
330
$329K 0.05%
1,176
-10
331
$328K 0.05%
3,110
+1,073
332
$328K 0.05%
5,694
-3,688
333
$327K 0.05%
5,892
334
$326K 0.05%
+5,150
335
$325K 0.05%
4,199
+329
336
$325K 0.05%
7,110
-54
337
$324K 0.05%
5,313
+100
338
$323K 0.05%
3,607
+544
339
$321K 0.05%
4,376
+968
340
$321K 0.05%
1,938
+20
341
$321K 0.05%
2,907
342
$318K 0.05%
4,743
-506
343
$317K 0.05%
3,994
+8
344
$317K 0.05%
1,580
+55
345
$316K 0.05%
2,063
+420
346
$315K 0.05%
+15,038
347
$314K 0.05%
+9,751
348
$313K 0.05%
5,153
+286
349
$312K 0.05%
9,176
+1,196
350
$311K 0.05%
7,179
+1,221
12 13
14
15 16