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
$188M
AUM Growth
-$56.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$4.68M
2
+$3.42M
3
+$2.62M
4
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$1.83M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.82M

Top Sells

1
+$1.96M
2
+$1.72M
3
+$1.52M
4
IYT icon
iShares US Transportation ETF
IYT
+$1.43M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.32M

Sector Composition

1 Technology 8.94%
2 Healthcare 4.19%
3 Communication Services 4.01%
4 Consumer Discretionary 3.79%
5 Industrials 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$937K 0.5%
15,776
-981
52
$933K 0.5%
32,454
-2,096
53
$932K 0.49%
33,187
+23,968
54
$927K 0.49%
5,072
-899
55
$924K 0.49%
21,118
+810
56
$890K 0.47%
15,961
-7,127
57
$889K 0.47%
4,384
-72
58
$884K 0.47%
22,482
-2,123
59
$877K 0.47%
10,910
-5,263
60
$859K 0.46%
83,099
-690
61
$850K 0.45%
7,078
+50
62
$842K 0.45%
15,459
-3,565
63
$830K 0.44%
10,238
+2,234
64
$820K 0.44%
13,202
-8,252
65
$819K 0.43%
643
+30
66
$818K 0.43%
15,454
+818
67
$810K 0.43%
13,513
-8,413
68
$804K 0.43%
5,390
+2,393
69
$798K 0.42%
8,260
+735
70
$787K 0.42%
7,421
+809
71
$769K 0.41%
599
+17
72
$763K 0.41%
8,610
+437
73
$760K 0.4%
15,841
-88
74
$740K 0.39%
2,966
+92
75
$709K 0.38%
2,485
+409
1 2
3
4 5