SG
StoneX Group Portfolio holdings
AUM
$2.06B
1-Year Return
18.44%
This Quarter Return
+7.57%
1 Year Return
+18.44%
3 Year Return
+64.6%
5 Year Return
+109.51%
10 Year Return
–
AUM
$687M
AUM Growth
+$150M
(+28%)
Cap. Flow
+$116M
Cap. Flow
% of AUM
16.9%
Top 10 Holdings %
Top 10 Hldgs %
38.7%
Holding
678
New
320
Increased
139
Reduced
121
Closed
88
Top Buys
| 1 |
iShares Russell Mid-Cap ETF
IWR
|
$12.3M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$10.7M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
$9.93M |
| 4 |
iShares MSCI Emerging Markets ETF
EEM
|
$7.07M |
| 5 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$3.52M |
Top Sells
| 1 |
Vanguard Mega Cap Growth ETF
MGK
|
$4.46M |
| 2 |
Vanguard Mega Cap 300 Index ETF
MGC
|
$3.68M |
| 3 |
Vanguard Extended Market ETF
VXF
|
$2.65M |
| 4 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$2.49M |
| 5 |
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% |