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
$188M
AUM Growth
-$56.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$4.68M
2
+$3.42M
3
+$2.62M
4
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$1.83M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.82M

Top Sells

1
+$1.96M
2
+$1.72M
3
+$1.52M
4
IYT icon
iShares US Transportation ETF
IYT
+$1.43M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.32M

Sector Composition

1 Technology 8.94%
2 Healthcare 4.19%
3 Communication Services 4.01%
4 Consumer Discretionary 3.79%
5 Industrials 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$708K 0.38%
107,400
+24,920
77
$697K 0.37%
+34,647
78
$693K 0.37%
11,920
+1,080
79
$690K 0.37%
12,742
-1,031
80
$685K 0.36%
25,903
+1,108
81
$679K 0.36%
4,892
+569
82
$678K 0.36%
7,044
-9,442
83
$673K 0.36%
14,335
+673
84
$670K 0.36%
12,527
-2,156
85
$649K 0.34%
8,777
-390
86
$634K 0.34%
3,932
+1,365
87
$633K 0.34%
17,991
+1,011
88
$633K 0.34%
17,785
+3,280
89
$633K 0.34%
5,485
+3,260
90
$629K 0.33%
8,128
+1,652
91
$622K 0.33%
11,878
+797
92
$618K 0.33%
1,824
-401
93
$617K 0.33%
13,380
-18,958
94
$600K 0.32%
7,104
-61
95
$549K 0.29%
22,496
+13,432
96
$543K 0.29%
23,810
+603
97
$542K 0.29%
6,221
-1,044
98
$539K 0.29%
9,579
-27,052
99
$534K 0.28%
41,472
-12,352
100
$518K 0.28%
3,131
+1,119
2 3
4
5 6