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
$674M
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
498
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$7.29M
3
+$6.73M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$6.63M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.16M

Top Sells

1
+$25.3M
2
+$5.36M
3
+$3.95M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$3.36M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.69M

Sector Composition

1 Technology 7.36%
2 Healthcare 5.2%
3 Consumer Discretionary 3.22%
4 Industrials 3.18%
5 Financials 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$223K 0.03%
+19,202
427
$219K 0.03%
2,666
-5
428
$219K 0.03%
+9,260
429
$219K 0.03%
+3,574
430
$218K 0.03%
3,605
-269
431
$218K 0.03%
5,925
-1,000
432
$217K 0.03%
+2,687
433
$215K 0.03%
+2,095
434
$214K 0.03%
+7,153
435
$214K 0.03%
2,180
-53
436
$214K 0.03%
+1,149
437
$213K 0.03%
5,541
+188
438
$212K 0.03%
+364
439
$212K 0.03%
+6,198
440
$211K 0.03%
+1,815
441
$211K 0.03%
+672
442
$209K 0.03%
4,112
+40
443
$208K 0.03%
+1,743
444
$207K 0.03%
3,026
-259
445
$207K 0.03%
+11,361
446
$203K 0.03%
+2,352
447
$203K 0.03%
+1,805
448
$202K 0.03%
+729
449
$202K 0.03%
6,282
+146
450
$201K 0.03%
+1,955
16 17
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