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
576
$402 ﹤0.01%
20,200
+3,500
577
$396 ﹤0.01%
+77,723
578
$351 ﹤0.01%
+10,012
579
$304 ﹤0.01%
+17,773
580
$240 ﹤0.01%
+40,000
581
$202 ﹤0.01%
+18,400
582
$198 ﹤0.01%
15,200
+5,200
583
$125 ﹤0.01%
+21,943
584
$114 ﹤0.01%
+17,200
585
$80 ﹤0.01%
+22,773
586
$72 ﹤0.01%
+11,960
587
$25 ﹤0.01%
+10,170
588
– –
-12,054
589
– –
-6,773
590
– –
-15,097
591
– –
-25
592
– –
-18,233
593
– –
-7,151
594
– –
-13,269
595
– –
-25,932
596
– –
-552
597
– –
-510
598
– –
-10,440
599
– –
-626
600
– –
-1,461
22 23
24
25 26