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
$44.8M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$1.88M
3
+$1.66M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.49M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.49M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 16.01%
2 Healthcare 11.54%
3 Energy 9.51%
4 Technology 7.83%
5 Consumer Staples 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$656K 1.47%
+10,950
27
$636K 1.42%
+10,052
28
$627K 1.4%
+10,887
29
$602K 1.35%
+11,074
30
$599K 1.34%
+11,876
31
$587K 1.31%
+19,199
32
$569K 1.27%
+14,631
33
$569K 1.27%
+12,531
34
$544K 1.22%
+12,294
35
$542K 1.21%
+11,518
36
$540K 1.21%
+14,144
37
$539K 1.2%
+13,113
38
$531K 1.19%
+10,359
39
$517K 1.16%
+16,292
40
$510K 1.14%
+11,195
41
$507K 1.13%
+10,126
42
$475K 1.06%
+18,572
43
$475K 1.06%
+14,467
44
$475K 1.06%
+17,074
45
$459K 1.03%
+11,062
46
$459K 1.03%
+14,479
47
$455K 1.02%
+4,554
48
$412K 0.92%
+17,018
49
$411K 0.92%
+15,550
50
$404K 0.9%
+10,479
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