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
501
$4.5K ﹤0.01%
+30,000
502
$4.3K ﹤0.01%
+367
503
$4.2K ﹤0.01%
+63,599
504
$4.14K ﹤0.01%
+33,551
505
$4.01K ﹤0.01%
+541
506
$3.99K ﹤0.01%
+1,450
507
$3.9K ﹤0.01%
+30,000
508
$3.83K ﹤0.01%
+52,500
509
$3.66K ﹤0.01%
+751
510
$3.54K ﹤0.01%
+10,041
511
$3.48K ﹤0.01%
+41,029
512
$3.38K ﹤0.01%
+1
513
$3.29K ﹤0.01%
+261
514
$3.12K ﹤0.01%
+6
515
$2.94K ﹤0.01%
48,950
+35,150
516
$2.93K ﹤0.01%
+19,665
517
$2.86K ﹤0.01%
+35,400
518
$2.8K ﹤0.01%
+35,000
519
$2.7K ﹤0.01%
+1,082
520
$2.69K ﹤0.01%
+40,000
521
$2.65K ﹤0.01%
75
522
$2.65K ﹤0.01%
+1,305
523
$2.63K ﹤0.01%
1,250
524
$2.63K ﹤0.01%
+55
525
$2.6K ﹤0.01%
+45,134
19 20
21
22 23