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SG

StoneX Group Portfolio holdings

AUM $1.86B
1-Year Est. Return 21.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.29B
AUM Growth
+$237M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,081
New
Increased
Reduced
Closed

Top Buys

1 +$20.8M
2 +$19.8M
3 +$8.05M
4
ORLA
Orla Mining
ORLA
+$7.29M
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$6.61M

Sector Composition

1 Technology 9.89%
2 Financials 4.89%
3 Communication Services 3.52%
4 Consumer Discretionary 3.25%
5 Industrials 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$558K 0.02%
13,221
-7
502
$556K 0.02%
3,821
-4,636
503
$556K 0.02%
5,794
-22
504
$553K 0.02%
+11,660
505
$552K 0.02%
+25,430
506
$550K 0.02%
7,018
+896
507
$544K 0.02%
2,650
+564
508
$544K 0.02%
+5,696
509
$544K 0.02%
2,906
+27
510
$541K 0.02%
+7,907
511
$537K 0.02%
24,059
+2,364
512
$531K 0.02%
13,409
+4,317
513
$530K 0.02%
7,000
-2,000
514
$529K 0.02%
5,952
+83
515
$529K 0.02%
9,117
+1,234
516
$526K 0.02%
880
-101
517
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1,173
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518
$523K 0.02%
22,965
+4,650
519
$521K 0.02%
11,138
520
$521K 0.02%
50,426
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521
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16,826
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522
$514K 0.02%
+51,766
523
$513K 0.02%
7,054
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524
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5,232
-680
525
$510K 0.02%
527
-98