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
$311M
AUM Growth
+$47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$5.91M
2
+$2.66M
3
+$1.96M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.87M
5
AAPL icon
Apple
AAPL
+$1.36M

Top Sells

1
+$2.21M
2
+$1.67M
3
+$1.56M
4
IYW icon
iShares US Technology ETF
IYW
+$1.39M
5
PG icon
Procter & Gamble
PG
+$486K

Sector Composition

1 Technology 10.54%
2 Consumer Discretionary 4.75%
3 Healthcare 3.58%
4 Industrials 3.23%
5 Communication Services 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$973K 0.31%
7,021
+580
77
$971K 0.31%
8,250
+1,275
78
$964K 0.31%
2,716
+56
79
$953K 0.31%
82,887
-168
80
$953K 0.31%
710
+59
81
$949K 0.31%
20,026
-7,355
82
$946K 0.3%
9,050
-846
83
$937K 0.3%
623
+43
84
$936K 0.3%
10,300
-132
85
$921K 0.3%
6,438
+1,203
86
$901K 0.29%
2,889
-84
87
$884K 0.28%
28,694
-452
88
$884K 0.28%
10,232
+602
89
$874K 0.28%
8,427
-230
90
$853K 0.27%
57,371
-2,596
91
$848K 0.27%
15,579
+73
92
$826K 0.27%
29,543
+3,531
93
$821K 0.26%
14,912
+7,956
94
$821K 0.26%
3,739
+379
95
$816K 0.26%
15,214
+2,914
96
$810K 0.26%
16,434
+99
97
$807K 0.26%
7,431
+2,212
98
$805K 0.26%
10,557
+1,297
99
$798K 0.26%
4,831
-295
100
$792K 0.26%
3,153
-477
2 3
4
5 6