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
$131M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$669K
3
+$605K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$508K
5
MGC icon
Vanguard Mega Cap 300 Index ETF
MGC
+$494K

Top Sells

1
+$1.78M
2
+$794K
3
+$761K
4
PSCH icon
Invesco S&P SmallCap Health Care ETF
PSCH
+$588K
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$496K

Sector Composition

1 Technology 9.06%
2 Communication Services 4.87%
3 Financials 4.39%
4 Consumer Discretionary 3.94%
5 Healthcare 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.16M 0.88%
19,587
+4,900
27
$1.12M 0.86%
83,690
+5,292
28
$1.11M 0.85%
3,922
+273
29
$1.07M 0.82%
45,252
+4,350
30
$1.07M 0.81%
6,798
+872
31
$1.06M 0.81%
10,857
+5,055
32
$1.06M 0.81%
14,144
+2,576
33
$1.05M 0.8%
22,575
+1,067
34
$1.04M 0.79%
16,326
-677
35
$997K 0.76%
13,294
+4,898
36
$960K 0.73%
15,797
+6,132
37
$946K 0.72%
14,124
-1,535
38
$945K 0.72%
17,505
+1,951
39
$939K 0.71%
36,531
+8,529
40
$934K 0.71%
18,530
+3,526
41
$928K 0.71%
26,528
+1,148
42
$924K 0.7%
9,256
-180
43
$909K 0.69%
7,706
+829
44
$841K 0.64%
16,307
-1,687
45
$812K 0.62%
4,232
+154
46
$804K 0.61%
17,248
+3,000
47
$803K 0.61%
5,747
+717
48
$801K 0.61%
3,989
+107
49
$790K 0.6%
29,962
+5,935
50
$781K 0.59%
13,001
-8,255
1
2
3 4 5