SG
StoneX Group Portfolio holdings
AUM
$2.06B
1-Year Return
18.44%
This Quarter Return
-12.39%
1 Year Return
+18.44%
3 Year Return
+64.6%
5 Year Return
+109.51%
10 Year Return
–
AUM
$611M
AUM Growth
-$447M
(-42%)
Cap. Flow
-$357M
Cap. Flow
% of AUM
-58.46%
Top 10 Holdings %
Top 10 Hldgs %
36.35%
Holding
790
New
236
Increased
145
Reduced
117
Closed
280
Top Buys
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$27.6M |
| 2 |
First Trust Enhanced Short Maturity ETF
FTSM
|
$8.89M |
| 3 |
Phillips 66
PSX
|
$6.64M |
| 4 |
iShares Short-Term National Muni Bond ETF
SUB
|
$4.15M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$3.89M |
Top Sells
| 1 |
iShares Short Treasury Bond ETF
SHV
|
$54M |
| 2 |
iShares Core S&P US Value ETF
IUSV
|
$46.2M |
| 3 |
MRO
Marathon Oil Corporation
MRO
|
$25.7M |
| 4 |
X
US Steel
X
|
$20.4M |
| 5 |
Carnival Corp
CCL
|
$12.9M |
Sector Composition
| 1 | Energy | 1.18% |
| 2 | Financials | 1.09% |
| 3 | Industrials | 0.65% |
| 4 | Consumer Discretionary | 0.33% |
| 5 | Healthcare | 0.28% |