SG

StoneX Group Portfolio holdings

AUM $2.3B
1-Year Est. Return 19.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.82B
AUM Growth
+$1.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
971
New
Increased
Reduced
Closed

Top Buys

1
+$103M
2
+$98.8M
3
+$62.8M
4
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$44.7M
5
AAPL icon
Apple
AAPL
+$43.9M

Top Sells

1
+$2.31M
2
+$1.63M
3
+$1.46M
4
ELV icon
Elevance Health
ELV
+$903K
5
IEX icon
IDEX
IEX
+$747K

Sector Composition

1 Technology 9.67%
2 Financials 4.77%
3 Consumer Discretionary 3.69%
4 Healthcare 3.3%
5 Consumer Staples 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$232K 0.01%
+3,740
702
$231K 0.01%
+134
703
$231K 0.01%
+12,127
704
$231K 0.01%
+10,717
705
$229K 0.01%
+1,117
706
$228K 0.01%
1,131
-983
707
$228K 0.01%
3,783
-903
708
$228K 0.01%
+1,706
709
$227K 0.01%
+478
710
$227K 0.01%
+2,988
711
$226K 0.01%
980
-475
712
$226K 0.01%
9,338
+95
713
$226K 0.01%
2,990
-37
714
$225K 0.01%
+2,542
715
$225K 0.01%
9,039
+93
716
$224K 0.01%
1,929
+35
717
$224K 0.01%
+2,758
718
$223K 0.01%
4,198
-1,118
719
$223K 0.01%
+8,793
720
$220K 0.01%
+2,425
721
$219K 0.01%
5,065
-695
722
$219K 0.01%
1,987
-64
723
$218K 0.01%
8,722
+97
724
$218K 0.01%
+2,242
725
$218K 0.01%
+1,179
27 28
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