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
551
$427K 0.02%
+18,668
552
$426K 0.02%
3,312
+909
553
$425K 0.02%
2,756
-295
554
$422K 0.02%
13,347
-2,226
555
$421K 0.02%
17,926
-4,874
556
$421K 0.02%
+39,991
557
$421K 0.02%
+11,848
558
$420K 0.02%
16,541
+206
559
$419K 0.02%
+4,027
560
$415K 0.02%
1,893
-188
561
$415K 0.02%
6,733
+1,668
562
$409K 0.02%
2,477
+6
563
$408K 0.02%
7,364
-711
564
$407K 0.02%
18,315
+6,503
565
$406K 0.02%
16,136
-671
566
$406K 0.02%
+55
567
$405K 0.02%
10,030
-1,594
568
$404K 0.02%
6,876
+35
569
$404K 0.02%
+37,605
570
$403K 0.02%
19,268
-663
571
$398K 0.02%
2,347
+60
572
$397K 0.02%
20,789
+1,063
573
$394K 0.02%
7,883
-8,803
574
$393K 0.02%
+39,276
575
$393K 0.02%
+14,695
21 22
23
24 25