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
$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
701
$262K 0.01%
+4,638
702
$262K 0.01%
2,299
-40
703
$260K 0.01%
5,736
+688
704
$260K 0.01%
+20,071
705
$258K 0.01%
19,815
706
$254K 0.01%
3,543
+67
707
$254K 0.01%
8,200
-3,500
708
$254K 0.01%
+11,850
709
$253K 0.01%
7,600
-13,100
710
$252K 0.01%
2,214
+229
711
$252K 0.01%
5,989
-657
712
$251K 0.01%
2,815
-325
713
$250K 0.01%
+1,269
714
$250K 0.01%
13,604
+1,066
715
$250K 0.01%
+4,430
716
$250K 0.01%
+2,803
717
$249K 0.01%
+6,380
718
$249K 0.01%
9,225
-1,853
719
$248K 0.01%
+8,832
720
$247K 0.01%
+2,155
721
$246K 0.01%
+11,720
722
$244K 0.01%
3,067
+194
723
$243K 0.01%
+2,860
724
$241K 0.01%
+9,768
725
$241K 0.01%
3,834
-475
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