SG
StoneX Group Portfolio holdings
AUM
$2.06B
1-Year Return
18.44%
This Quarter Return
+9.92%
1 Year Return
+18.44%
3 Year Return
+64.6%
5 Year Return
+109.51%
10 Year Return
–
AUM
$2.06B
AUM Growth
+$233M
(+13%)
Cap. Flow
+$86.5M
Cap. Flow
% of AUM
4.2%
Top 10 Holdings %
Top 10 Hldgs %
27.53%
Holding
1,050
New
189
Increased
324
Reduced
342
Closed
181
Top Buys
| 1 |
iShares MSCI ACWI ETF
ACWI
|
+$30M |
| 2 |
Utilities Select Sector SPDR Fund
XLU
|
+$16.3M |
| 3 |
Invesco QQQ Trust
QQQ
|
+$8.27M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$4.75M |
| 5 |
OBAWU
Oxley Bridge Acquisition Limited Unit
OBAWU
|
+$2.93M |
Top Sells
| 1 |
SPDR Gold Trust
GLD
|
+$8.23M |
| 2 |
SPDR S&P Kensho Clean Power ETF
CNRG
|
+$4.76M |
| 3 |
Global X MSCI Argentina ETF
ARGT
|
+$2.79M |
| 4 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$2.33M |
| 5 |
First Trust Capital Strength ETF
FTCS
|
+$2.31M |
Sector Composition
| 1 | Technology | 9.7% |
| 2 | Financials | 4.78% |
| 3 | Consumer Discretionary | 3.2% |
| 4 | Healthcare | 2.9% |
| 5 | Industrials | 2.87% |
