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
$674M
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
498
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$7.29M
3
+$6.73M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$6.63M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.16M

Top Sells

1
+$25.3M
2
+$5.36M
3
+$3.95M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$3.36M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.69M

Sector Composition

1 Technology 7.36%
2 Healthcare 5.2%
3 Consumer Discretionary 3.22%
4 Industrials 3.18%
5 Financials 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$201K 0.03%
+3,956
452
$201K 0.03%
+2,918
453
$200K 0.03%
+353
454
$200K 0.03%
+2,968
455
$185K 0.03%
82,750
-157,150
456
$138K 0.02%
+10,650
457
$138K 0.02%
19,575
458
$123K 0.02%
10,769
+152
459
$118K 0.02%
879
460
$113K 0.02%
+28,992
461
$106K 0.02%
13,500
462
$95K 0.01%
1,174
-40
463
$94K 0.01%
+15,087
464
$91K 0.01%
+4,000
465
$81K 0.01%
+20,564
466
– –
0
467
$56K 0.01%
+19,998
468
$54K 0.01%
14,000
469
$30K ﹤0.01%
+25,000
470
$27K ﹤0.01%
27
471
$17K ﹤0.01%
20,000
472
$12K ﹤0.01%
+7
473
– –
-807
474
– –
-996,202
475
– –
-15,946
16 17 18
19
20