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
$687M
AUM Growth
+$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
678
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$10.7M
3
+$9.93M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$7.07M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.52M

Top Sells

1
+$4.46M
2
+$3.68M
3
+$2.65M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$2.49M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.38M

Sector Composition

1 Healthcare 1.9%
2 Industrials 1.84%
3 Financials 1.61%
4 Energy 1.31%
5 Technology 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.11M 0.31%
42,146
+2,718
52
$2.1M 0.31%
48,035
+9,625
53
$2M 0.29%
121,208
-4,265
54
$2M 0.29%
44,768
-4,153
55
$1.99M 0.29%
+4,362
56
$1.99M 0.29%
14,179
+269
57
$1.91M 0.28%
85,816
-4,405
58
$1.8M 0.26%
28,104
-1,738
59
$1.8M 0.26%
46,023
+871
60
$1.78M 0.26%
56,965
+2,276
61
$1.77M 0.26%
109,771
-3,719
62
$1.74M 0.25%
+6,603
63
$1.72M 0.25%
20,267
-5,251
64
$1.71M 0.25%
+3,518
65
$1.68M 0.24%
47,755
+156
66
$1.68M 0.24%
+29,980
67
$1.64M 0.24%
16,542
+1,997
68
$1.63M 0.24%
97,302
+4,213
69
$1.61M 0.23%
31,321
+2,336
70
$1.52M 0.22%
+6,404
71
$1.51M 0.22%
54,091
+439
72
$1.5M 0.22%
+75,269
73
$1.5M 0.22%
+6,248
74
$1.48M 0.22%
16,229
-636
75
$1.47M 0.21%
74,221
+1,000
1 2
3
4 5