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
$245M
AUM Growth
+$85.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$4.56M
2
+$3.68M
3
+$2.74M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.55M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.11M

Top Sells

1
+$971K
2
+$561K
3
+$482K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$355K
5
CDL icon
VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL
+$321K

Sector Composition

1 Technology 7.49%
2 Industrials 3.88%
3 Healthcare 3.88%
4 Financials 3.63%
5 Communication Services 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$976K 0.4%
2,997
+40
77
$968K 0.39%
9,866
+474
78
$967K 0.39%
7,028
+2,131
79
$958K 0.39%
+18,821
80
$950K 0.39%
8,532
-1,072
81
$913K 0.37%
14,743
+1,085
82
$889K 0.36%
613
-3
83
$885K 0.36%
20,082
84
$866K 0.35%
2,225
+722
85
$859K 0.35%
16,980
-6,353
86
$855K 0.35%
24,795
+553
87
$854K 0.35%
582
-34
88
$847K 0.35%
6,612
+2,031
89
$845K 0.34%
2,874
+200
90
$838K 0.34%
8,173
-565
91
$824K 0.34%
13,773
+1,523
92
$808K 0.33%
8,004
+3,283
93
$801K 0.33%
9,167
+884
94
$797K 0.33%
13,662
+1,116
95
$788K 0.32%
23,207
-2,019
96
$784K 0.32%
+14,636
97
$780K 0.32%
15,929
+1,437
98
$776K 0.32%
+23,158
99
$770K 0.31%
11,033
+1,358
100
$769K 0.31%
14,306
+6,680
2 3
4
5 6