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
526
$2.58K ﹤0.01%
+983
527
$2.57K ﹤0.01%
50,000
+25,000
528
$2.46K ﹤0.01%
+2
529
$2.44K ﹤0.01%
802
+17
530
$2.32K ﹤0.01%
+13,834
531
$2.27K ﹤0.01%
+37,900
532
$2.27K ﹤0.01%
34,900
+24,846
533
$2.17K ﹤0.01%
+10,860
534
$2.08K ﹤0.01%
+769
535
$1.98K ﹤0.01%
+15
536
$1.97K ﹤0.01%
+60
537
$1.96K ﹤0.01%
+20,000
538
$1.94K ﹤0.01%
+23,311
539
$1.88K ﹤0.01%
+30,000
540
$1.71K ﹤0.01%
+11,400
541
$1.7K ﹤0.01%
+14,134
542
$1.68K ﹤0.01%
+568
543
$1.67K ﹤0.01%
1,125
-79
544
$1.65K ﹤0.01%
+27,500
545
$1.62K ﹤0.01%
+10,597
546
$1.58K ﹤0.01%
+93,454
547
$1.55K ﹤0.01%
+20,400
548
$1.53K ﹤0.01%
+25,500
549
$1.52K ﹤0.01%
+126,983
550
$1.51K ﹤0.01%
+1
20 21
22
23 24