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
$1.82B
AUM Growth
+$1.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
971
New
Increased
Reduced
Closed

Top Buys

1
+$102M
2
+$98.3M
3
+$60.6M
4
AAPL icon
Apple
AAPL
+$46.7M
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$42M

Top Sells

1
+$2.31M
2
+$1.58M
3
+$1.46M
4
ELV icon
Elevance Health
ELV
+$903K
5
IEX icon
IDEX
IEX
+$747K

Sector Composition

1 Technology 9.66%
2 Financials 4.77%
3 Consumer Discretionary 3.69%
4 Healthcare 3.3%
5 Consumer Staples 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$781K 0.04%
+29,665
352
$776K 0.04%
+101,005
353
$773K 0.04%
6,707
+4,495
354
$772K 0.04%
+10,385
355
$772K 0.04%
+32,483
356
$766K 0.04%
+17,877
357
$765K 0.04%
4,154
+1,058
358
$764K 0.04%
+4,318
359
$764K 0.04%
2,035
-7
360
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5,873
+2,576
361
$758K 0.04%
+19,903
362
$736K 0.04%
6,363
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363
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+14,094
364
$732K 0.04%
2,272
-160
365
$731K 0.04%
+11,467
366
$729K 0.04%
6,852
-1,345
367
$729K 0.04%
+21,852
368
$724K 0.04%
+85,674
369
$724K 0.04%
2,449
-1,047
370
$724K 0.04%
+26,292
371
$721K 0.04%
6,824
+2,783
372
$720K 0.04%
6,671
-454
373
$718K 0.04%
2,180
-102
374
$717K 0.04%
+10,900
375
$715K 0.04%
+20,779
13 14
15
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