We are live on ! Find out more
SG

StoneX Group Portfolio holdings

AUM $1.86B
1-Year Est. Return 21.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$187M
AUM Growth
+$6.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1
+$2.37M
2
+$1.63M
3
+$1.4M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1,000K
5
SPKL
Spark I Acquisition Corp
SPKL
+$760K

Top Sells

1
+$6.45M
2
+$1.56M
3
+$984K
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$935K
5
IBM icon
IBM
IBM
+$872K

Sector Composition

1 Technology 10.46%
2 Financials 8.15%
3 Industrials 7.71%
4 Healthcare 7.47%
5 Consumer Discretionary 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
– –
-13,080
427
– –
-11,782
428
– –
-11,256
429
– –
-3,936
430
– –
-3,202
431
– –
-9,137
432
– –
-4,411
433
– –
-8,101
434
– –
-11,901
435
– –
-11,800
436
– –
-1,383
437
– –
-14,666
438
– –
-13,900
439
– –
-13,358
440
– –
-59,005
441
– –
-7,185
442
– –
-4,203
443
– –
-17,108
444
– –
-2,849
445
– –
-13,974
446
– –
-11,994
447
– –
-7,151
448
– –
-13,455
449
– –
-11,034
450
– –
-2,780
16 17
18
19 20