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
$245M
AUM Growth
+$85.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$4.56M
2
+$3.68M
3
+$2.74M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.55M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.11M

Top Sells

1
+$971K
2
+$561K
3
+$482K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$355K
5
CDL icon
VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL
+$321K

Sector Composition

1 Technology 7.49%
2 Industrials 3.88%
3 Healthcare 3.88%
4 Financials 3.63%
5 Communication Services 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.35M 0.55%
4,708
+169
52
$1.32M 0.54%
+26,306
53
$1.32M 0.54%
10,548
+438
54
$1.31M 0.54%
20,607
+5,806
55
$1.29M 0.52%
34,550
-2,850
56
$1.27M 0.52%
7,694
+4,343
57
$1.24M 0.51%
22,016
+8,033
58
$1.22M 0.5%
16,757
+952
59
$1.18M 0.48%
24,605
+634
60
$1.17M 0.48%
+29,863
61
$1.15M 0.47%
83,789
-658
62
$1.15M 0.47%
19,024
+310
63
$1.12M 0.46%
17,372
+589
64
$1.12M 0.46%
25,394
+19,567
65
$1.11M 0.45%
+39,534
66
$1.11M 0.45%
20,308
+1,260
67
$1.1M 0.45%
12,404
+1,781
68
$1.09M 0.45%
7,525
+1,053
69
$1.07M 0.44%
83,757
+47,016
70
$1.07M 0.44%
4,456
+207
71
$1.05M 0.43%
5,132
+190
72
$1.02M 0.42%
14,683
+4,266
73
$1.02M 0.42%
53,824
+16,836
74
$988K 0.4%
3,053
+114
75
$982K 0.4%
26,117
+9,741
1 2
3
4 5