SG

StoneX Group Portfolio holdings

AUM $2.29B
1-Year Est. Return 18.91%
This Quarter Est. Return
1 Year Est. Return
+18.91%
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
State Street Industrial Select Sector SPDR ETF
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
State Street Technology Select Sector SPDR ETF
XLK
+$3.36M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$1.69M

Sector Composition

1 Technology 7.37%
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
376
$282K 0.04%
+10,593
377
$281K 0.04%
9,503
+345
378
$280K 0.04%
+3,309
379
$279K 0.04%
9,540
-550
380
$278K 0.04%
4,416
+102
381
$276K 0.04%
4,834
-61
382
$273K 0.04%
4,190
+410
383
$272K 0.04%
487
+10
384
$271K 0.04%
2,082
-4
385
$271K 0.04%
6,118
+205
386
$269K 0.04%
3,224
+514
387
$263K 0.04%
1,703
+66
388
$263K 0.04%
4,101
-165
389
$263K 0.04%
+6,785
390
$262K 0.04%
4,440
391
$261K 0.04%
1,173
392
$261K 0.04%
4,186
-58
393
$259K 0.04%
+7,493
394
$257K 0.04%
6,422
+881
395
$256K 0.04%
+1,992
396
$256K 0.04%
5,164
+10
397
$253K 0.04%
2,351
-354
398
$252K 0.04%
967
+79
399
$251K 0.04%
+11,831
400
$251K 0.04%
+6,571
14 15
16
17 18