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
$135M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$701K
3
+$422K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$410K
5
CFO icon
VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
+$344K

Top Sells

1
+$704K
2
+$595K
3
+$306K
4
HCRF
iShares Edge MSCI Multifactor Healthcare ETF
HCRF
+$305K
5
PFI icon
Invesco Dorsey Wright Financial Momentum ETF
PFI
+$300K

Sector Composition

1 Technology 10.27%
2 Communication Services 4.84%
3 Consumer Discretionary 3.83%
4 Healthcare 3.82%
5 Financials 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$780K 0.58%
6,819
-351
52
$776K 0.58%
20,300
+538
53
$768K 0.57%
3,710
+1,399
54
$752K 0.56%
15,004
55
$751K 0.56%
3,508
+66
56
$744K 0.55%
19,626
-402
57
$734K 0.54%
5,311
+625
58
$731K 0.54%
15,027
+1,202
59
$712K 0.53%
20,875
+4,582
60
$703K 0.52%
6,356
-19
61
$700K 0.52%
16,379
+23
62
$695K 0.52%
16,186
+192
63
$691K 0.51%
7,307
+329
64
$690K 0.51%
25,144
+1,589
65
$680K 0.5%
4,141
+804
66
$669K 0.5%
1,800
+162
67
$667K 0.5%
4,054
+324
68
$665K 0.49%
14,230
+2,125
69
$650K 0.48%
63,948
+1,554
70
$640K 0.48%
13,541
+332
71
$637K 0.47%
3,074
+511
72
$610K 0.45%
7,298
+251
73
$607K 0.45%
10,060
-700
74
$584K 0.43%
3,624
+127
75
$581K 0.43%
31,178
+2,202
1 2
3
4 5