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
551
$1.48K ﹤0.01%
+30,000
552
$1.45K ﹤0.01%
+437
553
$1.37K ﹤0.01%
+326
554
$1.33K ﹤0.01%
+17,360
555
$1.29K ﹤0.01%
+30,050
556
$1.26K ﹤0.01%
+25,000
557
$1.24K ﹤0.01%
+344
558
$1.16K ﹤0.01%
+35,612
559
$1.09K ﹤0.01%
+25,588
560
$1.09K ﹤0.01%
+38,900
561
– –
0
562
$1.05K ﹤0.01%
+15,000
563
$1.02K ﹤0.01%
+51,000
564
$804 ﹤0.01%
+20,100
565
$750 ﹤0.01%
+15,000
566
$638 ﹤0.01%
+15,949
567
$633 ﹤0.01%
30,000
-2,373
568
$622 ﹤0.01%
+20,000
569
$621 ﹤0.01%
+24,759
570
$461 ﹤0.01%
19,800
+4,800
571
$429 ﹤0.01%
+10,716
572
$427 ﹤0.01%
+85,400
573
$420 ﹤0.01%
20,000
-18,076
574
$414 ﹤0.01%
+10,400
575
$414 ﹤0.01%
+16,000
21 22
23
24 25