SG

StoneX Group Portfolio holdings

AUM $2.3B
1-Year Est. Return 19.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.06B
AUM Growth
+$233M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,050
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$15.9M
3
+$7.46M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.4M
5
OBAWU
Oxley Bridge Acquisition Ltd Unit
OBAWU
+$2.93M

Top Sells

1
+$8.17M
2
+$4.76M
3
+$2.79M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$2.33M
5
GXC icon
State Street SPDR S&P China ETF
GXC
+$2.28M

Sector Composition

1 Technology 9.73%
2 Financials 4.75%
3 Consumer Discretionary 3.2%
4 Healthcare 2.9%
5 Industrials 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$240K 0.01%
423
-29
727
$239K 0.01%
+4,322
728
$238K 0.01%
+6,786
729
$238K 0.01%
+6,665
730
$236K 0.01%
+2,973
731
$236K 0.01%
+1,265
732
$235K 0.01%
+2,513
733
$235K 0.01%
+2,414
734
$235K 0.01%
4,913
-291
735
$231K 0.01%
4,810
+3
736
$230K 0.01%
+862
737
$230K 0.01%
6,395
-305
738
$230K 0.01%
1,746
-162
739
$229K 0.01%
5,273
-222
740
$228K 0.01%
4,627
-1,599
741
$228K 0.01%
7,228
-1,883
742
$224K 0.01%
+1,438
743
$223K 0.01%
+2,914
744
$223K 0.01%
2,374
-1,663
745
$223K 0.01%
+12,538
746
$222K 0.01%
+4,735
747
$221K 0.01%
+1,332
748
$221K 0.01%
+9,063
749
$219K 0.01%
+4,261
750
$218K 0.01%
+8,668
28 29
30
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