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
$44.7M
AUM Growth
-$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$6.08K
2
+$4.51K
3
+$3.32K
4
WFT
Weatherford International plc
WFT
+$2.56K
5
TWTR
Twitter, Inc.
TWTR
+$2.21K

Top Sells

1
+$1.32M
2
+$1.09M
3
+$915K
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$795K
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$764K

Sector Composition

1 Communication Services 15.63%
2 Healthcare 12.84%
3 Energy 9.93%
4 Technology 9.84%
5 Consumer Staples 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$312K 0.7%
11,937
52
$302K 0.68%
279
53
$293K 0.66%
24,174
+267
54
$283K 0.63%
11,642
-1
55
$278K 0.62%
55,793
+437
56
$275K 0.62%
29,250
57
$273K 0.61%
11,237
58
$248K 0.55%
12,886
59
$239K 0.53%
24,236
60
$221K 0.49%
13,552
+136
61
– –
-12,760
62
– –
-11,062
63
– –
-14,384
64
– –
-10,519
65
– –
-13,504
66
– –
-19,321
67
– –
-15,612
68
– –
-18,523
69
– –
-11,485
70
– –
-10,561
71
– –
-13,105
72
– –
-10,475
73
– –
-18,377
74
– –
-12,536
75
– –
-13,618
1 2
3
4