SG
StoneX Group Portfolio holdings
AUM
$2.06B
1-Year Return
18.44%
This Quarter Return
+5.46%
1 Year Return
+18.44%
3 Year Return
+64.6%
5 Year Return
+109.51%
10 Year Return
–
AUM
$95.8M
AUM Growth
+$15.6M
(+19%)
Cap. Flow
+$12.2M
Cap. Flow
% of AUM
12.74%
Top 10 Holdings %
Top 10 Hldgs %
16.96%
Holding
211
New
45
Increased
93
Reduced
51
Closed
16
Top Buys
| 1 |
Nutanix
NTNX
|
$866K |
| 2 |
Global X Lithium & Battery Tech ETF
LIT
|
$575K |
| 3 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$556K |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
$511K |
| 5 |
Schwab U.S Small- Cap ETF
SCHA
|
$435K |
Top Sells
| 1 |
iShares MSCI Europe Small-Cap ETF
IEUS
|
$513K |
| 2 |
Health Care Select Sector SPDR Fund
XLV
|
$509K |
| 3 |
NXP Semiconductors
NXPI
|
$413K |
| 4 |
Vanguard Long-Term Bond ETF
BLV
|
$379K |
| 5 |
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% |
