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
351
$310K 0.05%
4,273
+299
352
$309K 0.05%
27,773
-1,632
353
$306K 0.05%
3,789
+199
354
$304K 0.05%
5,874
-150
355
$304K 0.05%
2,775
356
$303K 0.04%
+1,288
357
$301K 0.04%
+3,124
358
$300K 0.04%
3,990
-1,050
359
$296K 0.04%
+211,400
360
$295K 0.04%
4,648
+427
361
$294K 0.04%
1,941
-456
362
$293K 0.04%
1,791
+463
363
$293K 0.04%
7,192
-264
364
$292K 0.04%
10,277
+2,825
365
$290K 0.04%
5,148
-570
366
$288K 0.04%
+8,887
367
$288K 0.04%
6,738
+765
368
$288K 0.04%
1,233
+262
369
$287K 0.04%
5,168
+621
370
$286K 0.04%
4,306
-71
371
$285K 0.04%
1,206
+17
372
$284K 0.04%
4,107
+134
373
$284K 0.04%
3,448
+58
374
$283K 0.04%
1,836
+3
375
$283K 0.04%
+4,515
13 14
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