SG

StoneX Group Portfolio holdings

AUM $2.06B
1-Year Est. Return 18.44%
This Quarter Est. Return
1 Year Est. Return
+18.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$80.2M
AUM Growth
-$240M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
396
New
Increased
Reduced
Closed

Top Buys

1
+$861K
2
+$846K
3
+$662K
4
CAPD
iPath Shiller CAPE ETN
CAPD
+$544K
5
NXPI icon
NXP Semiconductors
NXPI
+$523K

Top Sells

1
+$4M
2
+$3.93M
3
+$3.72M
4
CVX icon
Chevron
CVX
+$3.61M
5
XOM icon
Exxon Mobil
XOM
+$3.42M

Sector Composition

1 Technology 6.72%
2 Communication Services 4.84%
3 Financials 3.97%
4 Healthcare 3.78%
5 Consumer Staples 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$388K 0.48%
23,974
-4
77
$387K 0.48%
10,414
-954
78
$384K 0.48%
2,894
+282
79
$379K 0.47%
4,037
+552
80
$379K 0.47%
4,624
-41,765
81
$376K 0.47%
4,894
-9,585
82
$375K 0.47%
10,160
+532
83
$371K 0.46%
+285
84
$371K 0.46%
9,833
+2,745
85
$370K 0.46%
3,150
-30,725
86
$366K 0.46%
4,938
+436
87
$364K 0.45%
8,130
+464
88
$364K 0.45%
2,009
+150
89
$361K 0.45%
1,934
-8,339
90
$358K 0.45%
6,229
+2,229
91
$353K 0.44%
11,430
+1,350
92
$352K 0.44%
5,769
-41,871
93
$349K 0.44%
14,954
+589
94
$348K 0.43%
6,446
-4,964
95
$348K 0.43%
2,679
-30,230
96
$343K 0.43%
6,710
-21,860
97
$340K 0.42%
10,118
-51,885
98
$339K 0.42%
12,527
+638
99
$338K 0.42%
17,381
+1,941
100
$335K 0.42%
3,398
-2,947
2 3
4
5 6