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
$245M
AUM Growth
+$85.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$4.56M
2
+$3.68M
3
+$2.74M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.55M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.11M

Top Sells

1
+$971K
2
+$561K
3
+$482K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$355K
5
CDL icon
VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL
+$321K

Sector Composition

1 Technology 7.49%
2 Industrials 3.88%
3 Healthcare 3.88%
4 Financials 3.63%
5 Communication Services 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.06M 0.84%
69,804
+12,414
27
$2.06M 0.84%
109,403
+97,960
28
$2.05M 0.84%
+41,180
29
$2.04M 0.83%
54,398
+1,040
30
$1.96M 0.8%
+76,776
31
$1.86M 0.76%
11,771
+1,346
32
$1.82M 0.74%
14,615
-982
33
$1.78M 0.73%
15,956
+2,147
34
$1.7M 0.69%
30,388
-640
35
$1.61M 0.66%
22,155
+4,483
36
$1.6M 0.65%
+21,454
37
$1.6M 0.65%
21,926
+6,924
38
$1.59M 0.65%
52,033
+14,522
39
$1.58M 0.65%
31,646
-429
40
$1.57M 0.64%
25,544
+2,407
41
$1.48M 0.61%
17,691
+10,401
42
$1.48M 0.6%
16,173
-1,528
43
$1.48M 0.6%
+23,088
44
$1.48M 0.6%
27,506
+1,242
45
$1.43M 0.58%
+29,296
46
$1.39M 0.57%
28,426
-1,289
47
$1.38M 0.56%
6,297
-374
48
$1.36M 0.55%
34,095
+12,765
49
$1.35M 0.55%
5,971
+395
50
$1.35M 0.55%
9,234
+1,589
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