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
376
$225K 0.03%
+5,458
377
$225K 0.03%
+7,046
378
$225K 0.03%
6,551
+114
379
$224K 0.03%
+1,653
380
$221K 0.03%
+3,232
381
$220K 0.03%
+4,396
382
$219K 0.03%
5,923
+254
383
$219K 0.03%
+2,347
384
$219K 0.03%
+1,493
385
$219K 0.03%
2,417
-61
386
$218K 0.03%
+3,322
387
$217K 0.03%
+2,769
388
$217K 0.03%
7,819
-265
389
$215K 0.03%
+8,303
390
$214K 0.03%
+2,715
391
$212K 0.03%
+2,821
392
$212K 0.03%
+3,726
393
$211K 0.03%
+8,711
394
$210K 0.03%
+20,546
395
$209K 0.03%
+2,197
396
$208K 0.03%
+1,310
397
$207K 0.03%
4,758
-3,817
398
$207K 0.03%
2,053
-209
399
$207K 0.03%
+3,757
400
$206K 0.03%
+1,873
14 15
16
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