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
$95.8M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$866K
2
+$575K
3
+$556K
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$511K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$435K

Top Sells

1
+$513K
2
+$509K
3
+$413K
4
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$379K
5
GAL icon
SPDR SSGA Global Allocation ETF
GAL
+$375K

Sector Composition

1 Technology 8.09%
2 Communication Services 4.68%
3 Financials 3.97%
4 Healthcare 3.7%
5 Consumer Staples 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$881K 0.92%
19,201
+2,353
27
$866K 0.9%
+24,541
28
$862K 0.9%
3,484
+974
29
$857K 0.89%
8,858
+493
30
$764K 0.8%
2,864
-208
31
$730K 0.76%
14,219
+7,671
32
$716K 0.75%
14,718
+2,181
33
$685K 0.71%
12,941
+1,361
34
$683K 0.71%
5,983
-422
35
$672K 0.7%
6,322
+3
36
$671K 0.7%
3,387
-225
37
$670K 0.7%
8,471
+198
38
$652K 0.68%
9,277
+235
39
$634K 0.66%
7,258
+346
40
$602K 0.63%
19,599
+737
41
$598K 0.62%
5,467
-2,385
42
$587K 0.61%
10,884
+2,320
43
$575K 0.6%
+14,846
44
$561K 0.59%
9,588
+402
45
$560K 0.58%
5,204
+1,806
46
$558K 0.58%
47,920
-1,690
47
$556K 0.58%
+5,634
48
$552K 0.58%
5,226
-328
49
$551K 0.58%
9,101
+1,841
50
$549K 0.57%
11,254
+1,955
1
2
3 4 5