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
$1.82B
AUM Growth
+$1.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
971
New
Increased
Reduced
Closed

Top Buys

1
+$102M
2
+$98.3M
3
+$60.6M
4
AAPL icon
Apple
AAPL
+$46.7M
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$42M

Top Sells

1
+$2.31M
2
+$1.58M
3
+$1.46M
4
ELV icon
Elevance Health
ELV
+$903K
5
IEX icon
IDEX
IEX
+$747K

Sector Composition

1 Technology 9.66%
2 Financials 4.77%
3 Consumer Discretionary 3.69%
4 Healthcare 3.3%
5 Consumer Staples 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$635K 0.03%
26,155
+15,931
402
$635K 0.03%
+26,938
403
$633K 0.03%
+26,815
404
$631K 0.03%
+27,050
405
$630K 0.03%
6,931
+1,873
406
$630K 0.03%
+27,449
407
$627K 0.03%
3,475
+413
408
$626K 0.03%
+22,952
409
$625K 0.03%
3,688
+636
410
$624K 0.03%
+28,748
411
$624K 0.03%
+44,581
412
$621K 0.03%
+29,672
413
$619K 0.03%
+12,077
414
$619K 0.03%
+24,664
415
$618K 0.03%
+24,005
416
$617K 0.03%
+25,196
417
$615K 0.03%
9,419
-236
418
$615K 0.03%
7,300
+5,323
419
$612K 0.03%
+6,365
420
$612K 0.03%
+18,278
421
$608K 0.03%
+45,222
422
$606K 0.03%
+13,399
423
$602K 0.03%
3,203
-9
424
$599K 0.03%
+12,027
425
$597K 0.03%
+47,023
15 16
17
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