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
$156M
AUM Growth
+$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$4.48M
3
+$1.39M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$998K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$871K

Top Sells

1
+$928K
2
+$908K
3
+$773K
4
FXH icon
First Trust Health Care AlphaDEX Fund
FXH
+$592K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$532K

Sector Composition

1 Technology 8.53%
2 Communication Services 4.7%
3 Consumer Discretionary 4.09%
4 Financials 3.9%
5 Healthcare 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$891K 0.57%
18,553
+1,305
52
$875K 0.56%
6,286
+539
53
$834K 0.54%
4,323
+291
54
$808K 0.52%
15,495
-812
55
$798K 0.51%
19,878
+2,718
56
$788K 0.51%
5,642
+884
57
$781K 0.5%
20,100
+405
58
$780K 0.5%
29,952
-10
59
$777K 0.5%
2,134
+98
60
$769K 0.49%
8,134
+1,705
61
$768K 0.49%
13,099
+5,768
62
$738K 0.47%
531
+192
63
$738K 0.47%
7,963
-4,771
64
$733K 0.47%
10,076
+1,740
65
$730K 0.47%
41,457
+3,184
66
$724K 0.47%
11,021
+677
67
$721K 0.46%
22,689
+866
68
$716K 0.46%
13,013
-498
69
$713K 0.46%
523
+201
70
$684K 0.44%
63,958
+25
71
$683K 0.44%
21,289
-2,409
72
$681K 0.44%
2,792
+302
73
$670K 0.43%
3,636
+241
74
$658K 0.42%
18,649
-1,327
75
$656K 0.42%
36,612
+84
1 2
3
4 5