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
$187M
AUM Growth
+$6.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1
+$2.37M
2
+$1.63M
3
+$1.52M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.04M
5
SPKL
Spark I Acquisition Corp
SPKL
+$762K

Top Sells

1
+$6.97M
2
+$1.56M
3
+$1.05M
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$933K
5
IBM icon
IBM
IBM
+$872K

Sector Composition

1 Technology 10.46%
2 Financials 8.15%
3 Industrials 7.71%
4 Healthcare 7.47%
5 Consumer Discretionary 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$2.49K ﹤0.01%
125,121
+115,121
327
$2.45K ﹤0.01%
139,794
+72,868
328
$2.43K ﹤0.01%
+40,500
329
$2.38K ﹤0.01%
+59,559
330
$2.31K ﹤0.01%
+12,495
331
$2.28K ﹤0.01%
+15,000
332
$2K ﹤0.01%
50,482
+20,482
333
$2K ﹤0.01%
+40,000
334
$1.98K ﹤0.01%
75,800
-50,300
335
$1.95K ﹤0.01%
260,463
+10,463
336
$1.92K ﹤0.01%
120,000
+90,000
337
$1.75K ﹤0.01%
+50,000
338
$1.55K ﹤0.01%
62,211
+50,611
339
$1.41K ﹤0.01%
+927
340
$1.32K ﹤0.01%
33,200
+8,697
341
$1K ﹤0.01%
+25,000
342
$900 ﹤0.01%
+30,000
343
$858 ﹤0.01%
+27,582
344
$786 ﹤0.01%
15,715
-57,727
345
$766 ﹤0.01%
+40,300
346
$759 ﹤0.01%
33,000
+12,688
347
$740 ﹤0.01%
+20,000
348
$712 ﹤0.01%
35,589
-16,043
349
$655 ﹤0.01%
+44,288
350
$641 ﹤0.01%
25,643
+443
12 13
14
15 16