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
$674M
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
498
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$7.29M
3
+$6.73M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$6.63M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.16M

Top Sells

1
+$25.3M
2
+$5.36M
3
+$3.95M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$3.36M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.69M

Sector Composition

1 Technology 7.36%
2 Healthcare 5.2%
3 Consumer Discretionary 3.22%
4 Industrials 3.18%
5 Financials 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.14M 0.76%
23,090
+1,431
27
$5.1M 0.76%
18,813
+941
28
$5.08M 0.75%
38,081
-299
29
$4.6M 0.68%
85,743
+68,399
30
$4.54M 0.67%
31,050
+3,450
31
$4.51M 0.67%
66,366
+6,055
32
$4.43M 0.66%
28,591
+950
33
$3.96M 0.59%
58,755
+2,439
34
$3.94M 0.58%
33,587
+5,543
35
$3.87M 0.57%
+170,227
36
$3.65M 0.54%
10,572
+522
37
$3.41M 0.51%
51,903
+36,668
38
$3.38M 0.5%
15,545
+12,401
39
$3.21M 0.48%
+121,025
40
$3.18M 0.47%
+187,612
41
$3.11M 0.46%
120,000
+100,000
42
$3M 0.44%
13,059
+992
43
$2.95M 0.44%
147,520
+6,360
44
$2.88M 0.43%
15,254
-302
45
$2.86M 0.42%
+107,235
46
$2.84M 0.42%
55,786
+31,707
47
$2.65M 0.39%
29,429
+438
48
$2.63M 0.39%
69,012
-4,630
49
$2.58M 0.38%
10,588
+329
50
$2.56M 0.38%
16,456
+526
1
2
3 4 5