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
451
$9.55K ﹤0.01%
+1,232
452
$9.45K ﹤0.01%
+750
453
$9.38K ﹤0.01%
+14,496
454
$9.26K ﹤0.01%
+14,188
455
$9.23K ﹤0.01%
+3,493
456
$8.77K ﹤0.01%
+444
457
$8.66K ﹤0.01%
+14,433
458
$8.62K ﹤0.01%
+1,064
459
$8.44K ﹤0.01%
523
-77
460
$8.34K ﹤0.01%
+10,045
461
$8.24K ﹤0.01%
+177,300
462
$8.17K ﹤0.01%
432
-48
463
$8.13K ﹤0.01%
+532
464
$8.04K ﹤0.01%
+15,000
465
$7.94K ﹤0.01%
+13,142
466
$7.92K ﹤0.01%
+650
467
$7.8K ﹤0.01%
+533
468
$7.64K ﹤0.01%
+11,405
469
$7.55K ﹤0.01%
+430
470
$7.54K ﹤0.01%
+2,039
471
$7.39K ﹤0.01%
+781
472
$7.25K ﹤0.01%
+276
473
$7.22K ﹤0.01%
+46
474
$7.2K ﹤0.01%
15,000
475
$7.12K ﹤0.01%
92,520
-60,900
17 18
19
20 21