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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
$537M
AUM Growth
-$73.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
594
New
Increased
Reduced
Closed

Top Buys

1
+$6.13M
2
+$6.1M
3
+$5.33M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$3.13M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.97M

Top Sells

1
+$14.6M
2
+$8.23M
3
+$6.64M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$5.54M
5
MGC icon
Vanguard Mega Cap 300 Index ETF
MGC
+$4.1M

Sector Composition

1 Energy 0.95%
2 Financials 0.93%
3 Industrials 0.13%
4 Consumer Discretionary 0.09%
5 Technology 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
– –
-12,053
577
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-10,400
578
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-1,698
579
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-15,000
580
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-1,885
581
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582
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-10,364
583
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584
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-833
585
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586
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-5,859
587
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-9,727
588
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-10,276
589
– –
0
590
– –
-39,333
591
– –
-1,750
592
– –
-12,326
593
– –
-10,000
594
– –
-2,112
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