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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
$1.82B
AUM Growth
+$1.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
971
New
Increased
Reduced
Closed

Top Buys

1
+$103M
2
+$98.8M
3
+$62.8M
4
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$44.7M
5
AAPL icon
Apple
AAPL
+$43.9M

Top Sells

1
+$2.31M
2
+$1.63M
3
+$1.46M
4
ELV icon
Elevance Health
ELV
+$903K
5
IEX icon
IDEX
IEX
+$747K

Sector Composition

1 Technology 9.67%
2 Financials 4.75%
3 Consumer Discretionary 3.69%
4 Healthcare 3.3%
5 Consumer Staples 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
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-35,100
952
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-112,500
953
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-123,088
954
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-209,900
955
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-16,234
956
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-17,700
957
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-21,900
958
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-24,338
959
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-957
960
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-8,799
961
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-49,000
963
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-79,356
964
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-127,624
965
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-399
966
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967
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-1,040
968
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969
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970
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971
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-3,327
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