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
526
$477K 0.02%
6,627
+364
527
$471K 0.02%
21,695
+4,895
528
$469K 0.02%
7,489
-760
529
$465K 0.02%
5,074
-267
530
$465K 0.02%
2,086
-3,145
531
$464K 0.02%
9,124
+3,362
532
$459K 0.02%
1,158
-135
533
$455K 0.02%
4,108
-1,568
534
$454K 0.02%
15,027
-1,940
535
$453K 0.02%
1,182
+2
536
$452K 0.02%
+23,940
537
$451K 0.02%
12,464
-1,142
538
$449K 0.02%
2,546
+576
539
$445K 0.02%
+6,122
540
$443K 0.02%
+21,728
541
$441K 0.02%
9,582
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542
$439K 0.02%
64,477
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543
$434K 0.02%
613
+23
544
$433K 0.02%
5,410
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545
$433K 0.02%
34,013
+9,418
546
$432K 0.02%
+8,300
547
$432K 0.02%
9,638
-10,438
548
$432K 0.02%
+6,899
549
$429K 0.02%
53,114
+2,334
550
$429K 0.02%
19,404
+7,085
20 21
22
23 24