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
$687M
AUM Growth
+$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
678
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$10.7M
3
+$9.93M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$7.07M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.52M

Top Sells

1
+$4.46M
2
+$3.68M
3
+$2.65M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$2.49M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.38M

Sector Composition

1 Healthcare 1.9%
2 Industrials 1.84%
3 Financials 1.61%
4 Energy 1.31%
5 Technology 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.25M 0.76%
83,336
+129
27
$4.72M 0.69%
31,094
+337
28
$4.03M 0.59%
15,124
+1,138
29
$3.91M 0.57%
19,190
-5,766
30
$3.81M 0.55%
51,274
+3,992
31
$3.53M 0.51%
69,095
+1,311
32
$3.21M 0.47%
30,810
+5,464
33
$3.16M 0.46%
61,307
+15,250
34
$3.03M 0.44%
98,928
+82,373
35
$2.98M 0.43%
+7,758
36
$2.88M 0.42%
111,134
+3,902
37
$2.77M 0.4%
92,552
+2,988
38
$2.73M 0.4%
57,481
+137
39
$2.68M 0.39%
27,590
-3,664
40
$2.58M 0.38%
7,781
-423
41
$2.51M 0.36%
+9,543
42
$2.48M 0.36%
18,719
-27,816
43
$2.43M 0.35%
84,679
-478
44
$2.4M 0.35%
13,775
+1,562
45
$2.32M 0.34%
+78,049
46
$2.32M 0.34%
35,770
+671
47
$2.32M 0.34%
35,269
-15
48
$2.21M 0.32%
+4,174
49
$2.16M 0.31%
46,671
+731
50
$2.12M 0.31%
+5,785
1
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