SG
StoneX Group Portfolio holdings
AUM
$2.06B
1-Year Return
18.44%
This Quarter Return
-4.71%
1 Year Return
+18.44%
3 Year Return
+64.6%
5 Year Return
+109.51%
10 Year Return
–
AUM
$537M
AUM Growth
-$73.6M
(-12%)
Cap. Flow
-$46.4M
Cap. Flow
% of AUM
-8.64%
Top 10 Holdings %
Top 10 Hldgs %
41.68%
Holding
594
New
81
Increased
99
Reduced
168
Closed
232
Top Buys
| 1 |
iShares Russell Mid-Cap ETF
IWR
|
$5.51M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$5.5M |
| 3 |
Occidental Petroleum
OXY
|
$5.11M |
| 4 |
iShares MSCI Emerging Markets ETF
EEM
|
$2.8M |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
$2.7M |
Top Sells
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$13.9M |
| 2 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$7.5M |
| 3 |
Phillips 66
PSX
|
$6.64M |
| 4 |
iShares Core MSCI Total International Stock ETF
IXUS
|
$4.98M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$3.89M |
Sector Composition
| 1 | Energy | 0.95% |
| 2 | Financials | 0.93% |
| 3 | Industrials | 0.13% |
| 4 | Consumer Discretionary | 0.06% |
| 5 | Communication Services | 0.05% |