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
$2.06B
AUM Growth
+$233M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,050
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$15.9M
3
+$7.46M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.4M
5
OBAWU
Oxley Bridge Acquisition Ltd Unit
OBAWU
+$2.93M

Top Sells

1
+$8.17M
2
+$4.76M
3
+$2.79M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$2.33M
5
GXC icon
State Street SPDR S&P China ETF
GXC
+$2.28M

Sector Composition

1 Technology 9.73%
2 Financials 4.75%
3 Consumer Discretionary 3.2%
4 Healthcare 2.9%
5 Industrials 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$508K 0.02%
10,985
-2,983
502
$508K 0.02%
1,161
-51
503
$506K 0.02%
24,544
-6,308
504
$503K 0.02%
+50,000
505
$502K 0.02%
+50,000
506
$502K 0.02%
17,670
+1,132
507
$501K 0.02%
+50,000
508
$501K 0.02%
625
+217
509
$500K 0.02%
20,417
-5,258
510
$500K 0.02%
7,059
+665
511
$499K 0.02%
+50,064
512
$498K 0.02%
19,882
-5,119
513
$498K 0.02%
11,138
-2,593
514
$496K 0.02%
+54,180
515
$496K 0.02%
+5,480
516
$495K 0.02%
3,561
-780
517
$495K 0.02%
20,863
-5,371
518
$491K 0.02%
5,869
+253
519
$488K 0.02%
+4,857
520
$487K 0.02%
7,781
-484
521
$486K 0.02%
6,195
+4,502
522
$480K 0.02%
10,264
-10,250
523
$479K 0.02%
6,296
-4
524
$479K 0.02%
9,139
+4,183
525
$478K 0.02%
2,879
-1,718
19 20
21
22 23