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SG

StoneX Group Portfolio holdings

AUM $1.86B
1-Year Est. Return 21.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.29B
AUM Growth
+$237M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,081
New
Increased
Reduced
Closed

Top Buys

1 +$20.8M
2 +$19.8M
3 +$8.05M
4
ORLA
Orla Mining
ORLA
+$7.29M
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$6.61M

Sector Composition

1 Technology 9.89%
2 Financials 4.89%
3 Communication Services 3.52%
4 Consumer Discretionary 3.25%
5 Industrials 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
776
$235K 0.01%
+3,677
777
$233K 0.01%
13,459
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778
$233K 0.01%
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779
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780
$231K 0.01%
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781
$230K 0.01%
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782
$230K 0.01%
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783
$229K 0.01%
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784
$229K 0.01%
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785
$228K 0.01%
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$228K 0.01%
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$226K 0.01%
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$223K 0.01%
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$217K 0.01%
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