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
401
$768K 0.04%
+9,115
402
$765K 0.04%
11,263
+914
403
$758K 0.04%
7,483
+145
404
$756K 0.04%
+68,815
405
$753K 0.04%
18,021
-933
406
$751K 0.04%
24,961
-2,000
407
$740K 0.04%
19,579
-26,824
408
$738K 0.04%
74,391
-243
409
$734K 0.04%
29,307
+4,166
410
$726K 0.04%
4,193
+120
411
$715K 0.03%
80,717
-9,883
412
$715K 0.03%
+20,579
413
$715K 0.03%
9,982
-878
414
$714K 0.03%
58,324
+32,074
415
$713K 0.03%
3,678
-414
416
$710K 0.03%
20,768
+1,232
417
$703K 0.03%
7,488
-2,501
418
$700K 0.03%
+64,227
419
$693K 0.03%
26,083
+455
420
$690K 0.03%
1,970
+34
421
$682K 0.03%
+18,718
422
$681K 0.03%
40,755
+14,556
423
$680K 0.03%
+9,000
424
$671K 0.03%
+10,000
425
$668K 0.03%
+227,825
15 16
17
18 19