SG

StoneX Group Portfolio holdings

AUM $2.06B
1-Year Est. Return 18.44%
This Quarter Est. Return
1 Year Est. Return
+18.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$44.8M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$1.88M
3
+$1.66M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.49M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.49M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 16.01%
2 Healthcare 11.54%
3 Energy 9.51%
4 Technology 7.83%
5 Consumer Staples 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$398K 0.89%
+12,999
52
$381K 0.85%
+15,787
53
$345K 0.77%
+22,781
54
$345K 0.77%
+11,598
55
$343K 0.77%
+14,874
56
$341K 0.76%
+14,874
57
$322K 0.72%
+12,729
58
$320K 0.72%
+29,250
59
$315K 0.7%
+20,423
60
$298K 0.67%
+52,992
61
$288K 0.64%
+26,535
62
$267K 0.6%
+10,477
63
$260K 0.58%
+21,576
64
$225K 0.5%
+11,534
65
$224K 0.5%
+11,142
66
$218K 0.49%
+15,799
1 2
3