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
$80.2M
AUM Growth
-$240M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
396
New
Increased
Reduced
Closed

Top Buys

1
+$861K
2
+$846K
3
+$662K
4
CAPD
iPath Shiller CAPE ETN
CAPD
+$544K
5
NXPI icon
NXP Semiconductors
NXPI
+$523K

Top Sells

1
+$4M
2
+$3.93M
3
+$3.72M
4
CVX icon
Chevron
CVX
+$3.61M
5
XOM icon
Exxon Mobil
XOM
+$3.42M

Sector Composition

1 Technology 6.72%
2 Communication Services 4.84%
3 Financials 3.97%
4 Healthcare 3.78%
5 Consumer Staples 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$513K 0.64%
9,133
+329
52
$504K 0.63%
9,186
-1,723
53
$503K 0.63%
14,050
-10,910
54
$502K 0.63%
68,862
-16
55
$498K 0.62%
+379
56
$497K 0.62%
5,353
+426
57
$493K 0.61%
7,777
-32,371
58
$462K 0.58%
9,410
-10,212
59
$455K 0.57%
+45,504
60
$447K 0.56%
3,162
-872
61
$440K 0.55%
6,864
-2,378
62
$436K 0.54%
1,713
-8,064
63
$434K 0.54%
10,580
-9,564
64
$433K 0.54%
8,564
-92
65
$430K 0.54%
35,910
+11,692
66
$430K 0.54%
14,852
-51,747
67
$430K 0.54%
5,309
-631
68
$424K 0.53%
9,299
-1,777
69
$412K 0.51%
+7,260
70
$407K 0.51%
4,807
+1,535
71
$406K 0.51%
5,958
+187
72
$402K 0.5%
3,315
-1,573
73
$397K 0.49%
5,332
-35,686
74
$392K 0.49%
6,389
-319
75
$390K 0.49%
14,109
+2,461
1 2
3
4 5