SG
StoneX Group Portfolio holdings
AUM
$2.06B
This Quarter Return
+4.08%
1 Year Return
+18.44%
3 Year Return
+64.6%
5 Year Return
+109.51%
10 Year Return
–
AUM
$80.2M
AUM Growth
-$240M
(-75%)
Cap. Flow
-$245M
Cap. Flow
% of AUM
-305.88%
Top 10 Holdings %
Top 10 Hldgs %
18%
Holding
396
New
22
Increased
50
Reduced
93
Closed
230
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$861K |
| 2 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$846K |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$662K |
| 4 |
CAPD
iPath Shiller CAPE ETN
CAPD
|
$544K |
| 5 |
NXP Semiconductors
NXPI
|
$523K |
Top Sells
| 1 |
AT&T
T
|
$4M |
| 2 |
Johnson & Johnson
JNJ
|
$3.93M |
| 3 |
United Parcel Service
UPS
|
$3.72M |
| 4 |
Chevron
CVX
|
$3.61M |
| 5 |
Exxon Mobil
XOM
|
$3.42M |
Sector Composition
| 1 | Technology | 6.72% |
| 2 | Communication Services | 4.84% |
| 3 | Financials | 3.97% |
| 4 | Healthcare | 3.78% |
| 5 | Consumer Staples | 2.88% |
