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
$95.8M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$866K
2
+$575K
3
+$556K
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$511K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$435K

Top Sells

1
+$513K
2
+$509K
3
+$413K
4
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$379K
5
GAL icon
SPDR SSGA Global Allocation ETF
GAL
+$375K

Sector Composition

1 Technology 8.09%
2 Communication Services 4.68%
3 Financials 3.97%
4 Healthcare 3.7%
5 Consumer Staples 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$414K 0.43%
4,943
+136
77
$411K 0.43%
5,075
+181
78
$411K 0.43%
13,841
-1,011
79
$408K 0.43%
+2,312
80
$406K 0.42%
2,905
+226
81
$403K 0.42%
10,311
+478
82
$401K 0.42%
6,558
+329
83
$399K 0.42%
3,188
+38
84
$398K 0.42%
302
+17
85
$395K 0.41%
8,754
+1,533
86
$394K 0.41%
4,710
-644
87
$394K 0.41%
14,367
+410
88
$393K 0.41%
8,524
+2,737
89
$391K 0.41%
3,967
-1,386
90
$390K 0.41%
36,696
-8,808
91
$386K 0.4%
7,320
+1,260
92
$386K 0.4%
2,039
+237
93
$385K 0.4%
8,302
+1,499
94
$381K 0.4%
78,720
+10,840
95
$379K 0.4%
7,940
-4,758
96
$375K 0.39%
1,954
-55
97
$371K 0.39%
4,834
-104
98
$369K 0.39%
15,850
+1,593
99
$367K 0.38%
5,080
-2,553
100
$364K 0.38%
6,105
-284
2 3
4
5 6