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
576
$386K 0.02%
+41,192
577
$386K 0.02%
1,571
+124
578
$383K 0.02%
5,988
-4,945
579
$383K 0.02%
106,048
+1,000
580
$382K 0.02%
+7,339
581
$382K 0.02%
1,590
+56
582
$379K 0.02%
2,402
+253
583
$378K 0.02%
+14,820
584
$376K 0.02%
3,064
+117
585
$375K 0.02%
+100,000
586
$373K 0.02%
26,437
-6,718
587
$373K 0.02%
1,999
-174
588
$372K 0.02%
15,345
-1,188
589
$372K 0.02%
9,157
+31
590
$371K 0.02%
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591
$371K 0.02%
2,356
-16
592
$370K 0.02%
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593
$370K 0.02%
2,783
-197
594
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595
$369K 0.02%
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596
$368K 0.02%
4,816
-318
597
$367K 0.02%
2,625
+543
598
$367K 0.02%
1,895
-31
599
$362K 0.02%
14,925
-1,038
600
$361K 0.02%
1,128
-113
22 23
24
25 26