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
$537M
AUM Growth
-$73.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
594
New
Increased
Reduced
Closed

Top Buys

1
+$5.51M
2
+$5.5M
3
+$5.11M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.8M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.7M

Top Sells

1
+$13.9M
2
+$7.5M
3
+$6.64M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$4.98M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.89M

Sector Composition

1 Energy 0.95%
2 Financials 0.93%
3 Industrials 0.13%
4 Consumer Discretionary 0.09%
5 Technology 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.75M 0.88%
122,173
+700
27
$4.69M 0.87%
24,956
-7,084
28
$4.16M 0.77%
30,757
+487
29
$3.75M 0.7%
13,986
-2,121
30
$3.47M 0.65%
47,282
+6,040
31
$3.3M 0.61%
41,451
+3,007
32
$3.15M 0.59%
90,207
+80,310
33
$3.09M 0.58%
67,784
-2,231
34
$3.03M 0.56%
23,826
+86
35
$3.01M 0.56%
31,254
-144,567
36
$2.78M 0.52%
107,232
+130
37
$2.72M 0.51%
63,232
-21,610
38
$2.72M 0.51%
57,344
-5,839
39
$2.58M 0.48%
85,157
+54,359
40
$2.49M 0.46%
89,564
+51,148
41
$2.43M 0.45%
47,730
-97,783
42
$2.36M 0.44%
8,204
-288
43
$2.31M 0.43%
25,346
+3,286
44
$2.31M 0.43%
+46,057
45
$2.17M 0.4%
+216,548
46
$2.16M 0.4%
48,921
-3,044
47
$2.11M 0.39%
35,099
+541
48
$2.06M 0.38%
54,689
-3,062
49
$2.04M 0.38%
125,473
-5,665
50
$2.04M 0.38%
35,284
-3,162
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