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
$687M
AUM Growth
+$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
678
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$10.7M
3
+$9.93M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$7.07M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.52M

Top Sells

1
+$4.46M
2
+$3.68M
3
+$2.65M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$2.49M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.38M

Sector Composition

1 Healthcare 1.9%
2 Industrials 1.84%
3 Financials 1.61%
4 Energy 1.31%
5 Technology 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$270K 0.04%
+2,702
327
$267K 0.04%
+26,025
328
$267K 0.04%
8,850
+1,716
329
$266K 0.04%
+7,624
330
$265K 0.04%
12,869
+148
331
$264K 0.04%
+14,350
332
$263K 0.04%
+26,200
333
$263K 0.04%
2,564
-35
334
$262K 0.04%
+664
335
$262K 0.04%
+7,265
336
$262K 0.04%
+1,765
337
$261K 0.04%
+905
338
$261K 0.04%
+25,298
339
$260K 0.04%
964
-436
340
$260K 0.04%
+7,449
341
$259K 0.04%
+15,320
342
$258K 0.04%
+8,577
343
$256K 0.04%
10,837
+202
344
$256K 0.04%
+25,110
345
$255K 0.04%
+1,423
346
$255K 0.04%
+11,032
347
$253K 0.04%
+7,283
348
$252K 0.04%
2,332
+475
349
$251K 0.04%
1,813
+60
350
$251K 0.04%
6,458
-326
12 13
14
15 16