SG

StoneX Group Portfolio holdings

AUM $2.29B
1-Year Est. Return 18.91%
This Quarter Est. Return
1 Year Est. Return
+18.91%
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
651
– –
-10,367
652
– –
-276
653
– –
-10,543
654
– –
0
655
– –
-4
656
– –
-6,404
657
– –
-10,417
658
– –
-4,303
659
– –
-227
660
– –
-4,104
661
– –
-11,856
662
– –
0
663
– –
-9,392
664
– –
-1,368
665
– –
-5,618
666
– –
-10,992
667
– –
-10,280
668
– –
-1,005
669
– –
-11,600
670
– –
0
671
– –
-216,548
672
– –
-116,531
673
– –
-34,226
674
– –
-149,000
675
– –
-745
24 25 26
27
28