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
401
$205K 0.03%
+6,197
402
$204K 0.03%
+3,275
403
$204K 0.03%
13,635
-675
404
$194K 0.03%
+11,603
405
$187K 0.03%
+14,691
406
$181K 0.03%
+18,022
407
$174K 0.03%
+17,100
408
$168K 0.02%
+10,294
409
$166K 0.02%
11,653
-7,154
410
$155K 0.02%
+15,500
411
$150K 0.02%
+14,700
412
$135K 0.02%
+10,749
413
$133K 0.02%
+12,734
414
$131K 0.02%
+11,226
415
$126K 0.02%
+12,419
416
$122K 0.02%
+13,135
417
$121K 0.02%
+15,000
418
$120K 0.02%
+11,870
419
$115K 0.02%
+11,309
420
$114K 0.02%
+10,460
421
$110K 0.02%
+10,920
422
$109K 0.02%
+11,004
423
$108K 0.02%
+15,000
424
$101K 0.01%
+12,382
425
$75.2K 0.01%
+12,109
15 16
17
18 19