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
$156M
AUM Growth
+$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$4.48M
3
+$1.39M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$998K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$871K

Top Sells

1
+$928K
2
+$908K
3
+$773K
4
FXH icon
First Trust Health Care AlphaDEX Fund
FXH
+$592K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$532K

Sector Composition

1 Technology 8.53%
2 Communication Services 4.7%
3 Consumer Discretionary 4.09%
4 Financials 3.9%
5 Healthcare 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$656K 0.42%
17,802
+4,296
77
$644K 0.41%
21,440
+3,550
78
$624K 0.4%
5,355
-694
79
$618K 0.4%
32,382
-714
80
$617K 0.4%
61,955
+14
81
$616K 0.4%
12,865
-351
82
$614K 0.39%
7,183
-34
83
$609K 0.39%
12,977
+2,537
84
$587K 0.38%
6,698
-396
85
$578K 0.37%
11,777
+1,016
86
$577K 0.37%
7,528
-7
87
$574K 0.37%
6,383
+296
88
$573K 0.37%
27,435
-1,469
89
$565K 0.36%
7,021
+144
90
$560K 0.36%
10,916
+1,667
91
$552K 0.35%
20,350
+515
92
$549K 0.35%
11,413
+1,339
93
$548K 0.35%
6,595
+51
94
$544K 0.35%
3,455
+397
95
$534K 0.34%
+15,825
96
$511K 0.33%
4,919
+296
97
$492K 0.32%
+19,040
98
$490K 0.31%
16,889
+789
99
$490K 0.31%
3,936
-55
100
$483K 0.31%
11,742
+276
2 3
4
5 6