SG

StoneX Group Portfolio holdings

AUM $2.3B
1-Year Est. Return 19.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.06B
AUM Growth
+$233M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,050
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$15.9M
3
+$7.46M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.4M
5
OBAWU
Oxley Bridge Acquisition Ltd Unit
OBAWU
+$2.93M

Top Sells

1
+$8.17M
2
+$4.76M
3
+$2.79M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$2.33M
5
GXC icon
State Street SPDR S&P China ETF
GXC
+$2.28M

Sector Composition

1 Technology 9.73%
2 Financials 4.75%
3 Consumer Discretionary 3.2%
4 Healthcare 2.9%
5 Industrials 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$667K 0.03%
7,558
+3,770
427
$663K 0.03%
5,152
+1,109
428
$662K 0.03%
2,472
-175
429
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+13,815
430
$659K 0.03%
2,850
+400
431
$659K 0.03%
5,880
-1,940
432
$656K 0.03%
74,170
+428
433
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5,813
-1,805
434
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8,928
+1,261
435
$649K 0.03%
9,742
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436
$646K 0.03%
14,998
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437
$645K 0.03%
4,985
-522
438
$635K 0.03%
5,912
+322
439
$633K 0.03%
4,667
-1,816
440
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441
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442
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1,314
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443
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15,815
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444
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3,133
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445
$606K 0.03%
5,512
+1,362
446
$606K 0.03%
7,011
-662
447
$600K 0.03%
+11,532
448
$600K 0.03%
22,040
+1,705
449
$595K 0.03%
6,497
+1,345
450
$592K 0.03%
6,518
-157
16 17
18
19 20