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
351
$246K 0.04%
+2,874
352
$242K 0.04%
+136
353
$241K 0.04%
5,009
+114
354
$241K 0.04%
3,032
+2
355
$241K 0.04%
9,774
-1,353
356
$238K 0.03%
+2,564
357
$237K 0.03%
9,466
+1,148
358
$236K 0.03%
5,081
-937
359
$236K 0.03%
+5,769
360
$235K 0.03%
+1,482
361
$235K 0.03%
+7,979
362
$235K 0.03%
+3,320
363
$235K 0.03%
+2,820
364
$233K 0.03%
+8,572
365
$233K 0.03%
+2,052
366
$233K 0.03%
3,813
-42
367
$230K 0.03%
+1,919
368
$228K 0.03%
+10,157
369
$227K 0.03%
+7,107
370
$227K 0.03%
2,889
+102
371
$227K 0.03%
+23,790
372
$227K 0.03%
+7,826
373
$227K 0.03%
8,509
-4,373
374
$226K 0.03%
1,876
-25
375
$225K 0.03%
+474
13 14
15
16 17