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
$537M
AUM Growth
-$73.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
594
New
Increased
Reduced
Closed

Top Buys

1
+$5.51M
2
+$5.5M
3
+$5.11M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.8M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.7M

Top Sells

1
+$13.9M
2
+$7.5M
3
+$6.64M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$4.98M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.89M

Sector Composition

1 Energy 0.95%
2 Financials 0.93%
3 Industrials 0.13%
4 Consumer Discretionary 0.09%
5 Technology 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$3.38K ﹤0.01%
+75
327
$3.3K ﹤0.01%
10,440
-4,660
328
$3.06K ﹤0.01%
+38
329
$2.98K ﹤0.01%
+270
330
– –
0
331
– –
0
332
$2.75K ﹤0.01%
4
+1
333
$2.66K ﹤0.01%
+11,600
334
$2.61K ﹤0.01%
+510
335
$2.57K ﹤0.01%
+57
336
$2.38K ﹤0.01%
276
-24
337
$2.36K ﹤0.01%
+29,857
338
$2.14K ﹤0.01%
+356
339
$1.93K ﹤0.01%
+13,800
340
$1.91K ﹤0.01%
615
-40
341
$1.89K ﹤0.01%
274
-26
342
$1.72K ﹤0.01%
+14,032
343
$1.7K ﹤0.01%
+10,000
344
$1.7K ﹤0.01%
+10,000
345
$1.63K ﹤0.01%
+32,373
346
$1K ﹤0.01%
+10,054
347
$900 ﹤0.01%
+15,000
348
$725 ﹤0.01%
+10,359
349
$690 ﹤0.01%
+25,000
350
$630 ﹤0.01%
+15,000
12 13
14
15 16