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
$1.06B
AUM Growth
+$190M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
696
New
Increased
Reduced
Closed

Top Buys

1
+$54.4M
2
+$46.2M
3
+$25.7M
4
X
US Steel
X
+$20.4M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$17.5M

Top Sells

1
+$20.1M
2
+$13.5M
3
+$9.85M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$8.99M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$8.11M

Sector Composition

1 Financials 3.65%
2 Technology 3.64%
3 Energy 3.53%
4 Consumer Discretionary 3.52%
5 Healthcare 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$286K 0.03%
410
+33
427
$285K 0.03%
512
+81
428
$285K 0.03%
4,544
-461
429
$284K 0.03%
1,508
+222
430
$284K 0.03%
2,844
+983
431
$282K 0.03%
4,229
-1,190
432
$282K 0.03%
4,861
-661
433
$282K 0.03%
4,737
+88
434
$281K 0.03%
3,691
-589
435
$278K 0.03%
1,486
-72
436
$278K 0.03%
6,426
-312
437
$272K 0.03%
2,594
-1,711
438
$272K 0.03%
4,953
-295
439
$270K 0.03%
+3,917
440
$270K 0.03%
+7,941
441
$269K 0.03%
6,110
+629
442
$269K 0.03%
5,866
+640
443
$265K 0.03%
12,579
+4,908
444
$263K 0.02%
+3,640
445
$263K 0.02%
3,121
+94
446
$263K 0.02%
+3,077
447
$262K 0.02%
979
-230
448
$261K 0.02%
8,226
-1,545
449
$260K 0.02%
4,038
-3,159
450
$258K 0.02%
+1,030
16 17
18
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