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
$537M
AUM Growth
-$73.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
594
New
Increased
Reduced
Closed

Top Buys

1
+$5.51M
2
+$5.5M
3
+$5.11M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.8M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.7M

Top Sells

1
+$13.9M
2
+$7.5M
3
+$6.64M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$4.98M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.89M

Sector Composition

1 Energy 0.95%
2 Financials 0.93%
3 Industrials 0.13%
4 Consumer Discretionary 0.09%
5 Technology 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.03M 0.38%
25,518
+38
52
$2.02M 0.38%
12,213
-26
53
$1.89M 0.35%
33,798
+17,219
54
$1.88M 0.35%
45,940
+10,730
55
$1.88M 0.35%
90,221
+234
56
$1.75M 0.33%
39,428
+7,110
57
$1.72M 0.32%
29,842
-760
58
$1.72M 0.32%
13,910
-1,533
59
$1.64M 0.3%
45,152
+341
60
$1.64M 0.3%
+38,410
61
$1.63M 0.3%
33,840
-10,852
62
$1.6M 0.3%
113,490
-12,340
63
$1.55M 0.29%
93,089
-34,421
64
$1.54M 0.29%
21,599
+316
65
$1.52M 0.28%
47,599
-1,322
66
$1.51M 0.28%
14,410
-4,801
67
$1.5M 0.28%
70,000
-1,900
68
$1.49M 0.28%
25,703
-1,092
69
$1.47M 0.27%
21,824
+673
70
$1.44M 0.27%
16,865
-2,976
71
$1.44M 0.27%
14,545
-526
72
$1.43M 0.27%
73,221
73
$1.33M 0.25%
28,985
-5,025
74
$1.32M 0.25%
53,652
-6,863
75
$1.29M 0.24%
79,908
-39,922
1 2
3
4 5