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
$557M
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$9M
3
+$8.8M
4
MUFG icon
Mitsubishi UFJ Financial
MUFG
+$5.36M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.18M

Top Sells

1
+$16.3M
2
+$923K
3
+$774K
4
MDIV icon
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund
MDIV
+$612K
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$606K

Sector Composition

1 Technology 7.06%
2 Consumer Discretionary 3.59%
3 Financials 3.07%
4 Healthcare 2.98%
5 Industrials 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$132K 0.02%
19,575
-6,525
402
$128K 0.02%
13,500
403
$108K 0.02%
+18,529
404
$107K 0.02%
10,617
+269
405
$101K 0.02%
1,214
406
$92K 0.02%
+15,946
407
– –
0
408
$54K 0.01%
14,000
409
$48K 0.01%
+14,050
410
$36K 0.01%
+27
411
$36K 0.01%
+3,601
412
$32K 0.01%
+20,000
413
$23K ﹤0.01%
+10,000
414
– –
-3,255
415
– –
-17,190
416
– –
-19,306
417
– –
-10,699
418
– –
-2,025
419
– –
-29,807
420
– –
-1,346
421
– –
-1,062
422
– –
-879
423
– –
-810
424
– –
-17
425
– –
-4,053
14 15 16
17
18