SG

StoneX Group Portfolio holdings

AUM $2.3B
1-Year Est. Return 19.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.06B
AUM Growth
+$233M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,050
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$15.9M
3
+$7.46M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.4M
5
OBAWU
Oxley Bridge Acquisition Ltd Unit
OBAWU
+$2.93M

Top Sells

1
+$8.17M
2
+$4.76M
3
+$2.79M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$2.33M
5
GXC icon
State Street SPDR S&P China ETF
GXC
+$2.28M

Sector Composition

1 Technology 9.73%
2 Financials 4.75%
3 Consumer Discretionary 3.2%
4 Healthcare 2.9%
5 Industrials 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$856K 0.04%
55,472
+182
377
$852K 0.04%
11,270
+1,181
378
$844K 0.04%
6,387
+681
379
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7,920
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380
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6,973
+1,305
381
$823K 0.04%
10,892
+120
382
$817K 0.04%
1,115
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383
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+11,574
384
$815K 0.04%
6,830
-329
385
$807K 0.04%
2,603
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386
$802K 0.04%
+31,329
387
$801K 0.04%
12,570
-71
388
$797K 0.04%
+6,159
389
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16,018
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390
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11,896
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391
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44,171
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392
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393
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25,493
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394
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4,510
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396
$779K 0.04%
23,834
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397
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9,611
-2,174
398
$774K 0.04%
12,188
-4,723
399
$771K 0.04%
+34,005
400
$769K 0.04%
16,763
-442
14 15
16
17 18