SG

StoneX Group Portfolio holdings

AUM $2.3B
1-Year Est. Return 19.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.49%
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
+$11.3M
2
+$7.15M
3
+$6.64M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$6.57M
5
CRUZ
Defiance Hotel, Airline, and Cruise ETF
CRUZ
+$4.07M

Top Sells

1
+$25.3M
2
+$5.36M
3
+$3.95M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$3.18M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$1.65M

Sector Composition

1 Technology 7.38%
2 Healthcare 5.2%
3 Consumer Discretionary 3.22%
4 Industrials 3.18%
5 Financials 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
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