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
851
$4.32K ﹤0.01%
+33,300
852
$3.94K ﹤0.01%
84,178
853
$3.7K ﹤0.01%
+138,200
854
$3.4K ﹤0.01%
+359
855
$3.15K ﹤0.01%
281,150
-2,500
856
$2.81K ﹤0.01%
+10,396
857
$2.52K ﹤0.01%
21,600
-65,399
858
$1.98K ﹤0.01%
104,045
859
$1.92K ﹤0.01%
+24,770
860
$1.59K ﹤0.01%
36,947
-12,709
861
$1.47K ﹤0.01%
+120
862
$1.45K ﹤0.01%
76,453
863
$1.36K ﹤0.01%
38,543
+3,418
864
$1.29K ﹤0.01%
205
-15
865
$1.09K ﹤0.01%
+28,414
866
$974 ﹤0.01%
+13,909
867
$550 ﹤0.01%
28,955
868
$318 ﹤0.01%
10,000
869
$218 ﹤0.01%
98,917
870
– –
-1,077
871
– –
-24,502
872
– –
-7,739
873
– –
-23,379
874
– –
-26,400
875
– –
-20,316
33 34
35
36 37