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
$1.82B
AUM Growth
+$4.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,035
New
Increased
Reduced
Closed

Top Buys

1
+$7.93M
2
+$5.51M
3
+$4.7M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.42M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$3.56M

Top Sells

1
+$3.19M
2
+$3.13M
3
+$2.92M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$2.58M
5
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$2.54M

Sector Composition

1 Technology 8.7%
2 Financials 4.45%
3 Healthcare 3.54%
4 Consumer Discretionary 3.17%
5 Industrials 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$1.97K ﹤0.01%
14,612
-14,703
852
$1.33K ﹤0.01%
+220
853
$1.01K ﹤0.01%
+10,609
854
$979 ﹤0.01%
+76,453
855
$940 ﹤0.01%
+12,523
856
$708 ﹤0.01%
35,237
-300
857
$374 ﹤0.01%
28,955
-2,890
858
$350 ﹤0.01%
10,000
859
$307 ﹤0.01%
98,917
860
$243 ﹤0.01%
12,156
-7,333
861
– –
-5,980
862
– –
-3,076
863
– –
-4,158
864
– –
-4,005
865
– –
-10,626
866
– –
-192
867
– –
-13,146
868
– –
-25,000
869
– –
-15,615
870
– –
-44,200
871
– –
-915
872
– –
-27,990
873
– –
-10,000
874
– –
-20,000
875
– –
-17,851
33 34
35
36 37