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
$687M
AUM Growth
+$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
678
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$10.7M
3
+$9.93M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$7.07M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.52M

Top Sells

1
+$4.46M
2
+$3.68M
3
+$2.65M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$2.49M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.38M

Sector Composition

1 Healthcare 1.9%
2 Industrials 1.84%
3 Financials 1.61%
4 Energy 1.31%
5 Technology 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$41.1K 0.01%
+10,839
427
$41K 0.01%
+15,000
428
$27K ﹤0.01%
+5,000
429
$25.8K ﹤0.01%
+13,500
430
$22K ﹤0.01%
+10,460
431
$20.7K ﹤0.01%
+12,700
432
$19.7K ﹤0.01%
+3,401
433
$18.1K ﹤0.01%
+13,577
434
$16.7K ﹤0.01%
+11,431
435
$16.1K ﹤0.01%
+28
436
– –
0
437
– –
0
438
$13.7K ﹤0.01%
+358
439
$13.6K ﹤0.01%
+11,736
440
$13.5K ﹤0.01%
+124
441
$13.4K ﹤0.01%
+11,844
442
$13.3K ﹤0.01%
+777
443
$13.1K ﹤0.01%
+15,000
444
$12.7K ﹤0.01%
+525
445
$12.6K ﹤0.01%
+1,499
446
$12K ﹤0.01%
+14,596
447
$12K ﹤0.01%
+455
448
$11.3K ﹤0.01%
+750
449
$11.1K ﹤0.01%
590
-22
450
$10.5K ﹤0.01%
+10,931
16 17
18
19 20