SG
StoneX Group Portfolio holdings
AUM
$2.06B
1-Year Return
18.44%
This Quarter Return
+1.8%
1 Year Return
+18.44%
3 Year Return
+64.6%
5 Year Return
+109.51%
10 Year Return
–
AUM
$1.82B
AUM Growth
+$1.6B
(+716%)
Cap. Flow
+$1.6B
Cap. Flow
% of AUM
87.87%
Top 10 Holdings %
Top 10 Hldgs %
28.26%
Holding
971
New
583
Increased
183
Reduced
88
Closed
112
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$102M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$98.3M |
| 3 |
iShares Russell 1000 Value ETF
IWD
|
$60.6M |
| 4 |
Apple
AAPL
|
$46.7M |
| 5 |
Schwab Fundamental International Large Company Index ETF
FNDF
|
$42M |
Top Sells
Sector Composition
| 1 | Technology | 9.66% |
| 2 | Financials | 4.78% |
| 3 | Consumer Discretionary | 3.69% |
| 4 | Healthcare | 3.3% |
| 5 | Consumer Staples | 2.73% |