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
$95.8M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$866K
2
+$575K
3
+$556K
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$511K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$435K

Top Sells

1
+$513K
2
+$509K
3
+$413K
4
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$379K
5
GAL icon
SPDR SSGA Global Allocation ETF
GAL
+$375K

Sector Composition

1 Technology 8.09%
2 Communication Services 4.68%
3 Financials 3.97%
4 Healthcare 3.7%
5 Consumer Staples 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$549K 0.57%
6,415
+1,083
52
$548K 0.57%
18,954
-5,616
53
$542K 0.57%
66,772
-2,090
54
$539K 0.56%
14,195
+145
55
$519K 0.54%
7,273
-504
56
$517K 0.54%
1,753
+40
57
$502K 0.52%
5,914
-1,388
58
$501K 0.52%
8,800
+2,354
59
$498K 0.52%
3,220
+1,554
60
$482K 0.5%
368
-11
61
$481K 0.5%
3,423
+529
62
$474K 0.49%
11,682
+1,268
63
$474K 0.49%
5,531
+222
64
$471K 0.49%
16,028
+1,919
65
$471K 0.49%
6,551
+593
66
$471K 0.49%
3,496
-1,735
67
$444K 0.46%
5,376
-6,166
68
$438K 0.46%
10,332
-248
69
$435K 0.45%
+24,936
70
$434K 0.45%
11,421
-879
71
$430K 0.45%
+10,140
72
$427K 0.45%
5,109
+485
73
$427K 0.45%
23,974
74
$421K 0.44%
10,993
+875
75
$421K 0.44%
33,687
-2,223
1 2
3
4 5