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
$537M
AUM Growth
-$73.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
594
New
Increased
Reduced
Closed

Top Buys

1
+$5.51M
2
+$5.5M
3
+$5.11M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.8M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.7M

Top Sells

1
+$13.9M
2
+$7.5M
3
+$6.64M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$4.98M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.89M

Sector Composition

1 Energy 0.95%
2 Financials 0.93%
3 Industrials 0.13%
4 Consumer Discretionary 0.09%
5 Technology 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
– –
-11,103
402
– –
-10,000
403
– –
-11,202
404
– –
-3,058
405
– –
-3,557
406
– –
-5,130
407
– –
-14,529
408
– –
-39,215
409
– –
-5,657
410
– –
0
411
– –
-1,957
412
– –
-1,250
413
– –
-25,549
414
– –
-150
415
– –
-15,000
416
– –
-10,453
417
– –
-12,826
418
– –
-4
419
– –
-664
420
– –
-12,280
421
– –
-394
422
– –
-59,746
423
– –
0
424
– –
-100
425
– –
-333
15 16
17
18 19