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
$674M
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
498
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$7.29M
3
+$6.73M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$6.63M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.16M

Top Sells

1
+$25.3M
2
+$5.36M
3
+$3.95M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$3.36M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.69M

Sector Composition

1 Technology 7.36%
2 Healthcare 5.2%
3 Consumer Discretionary 3.22%
4 Industrials 3.18%
5 Financials 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.78M 0.26%
31,752
+4,388
77
$1.75M 0.26%
23,859
+3,123
78
$1.71M 0.25%
6,218
+268
79
$1.71M 0.25%
10,722
+2,153
80
$1.68M 0.25%
27,384
-2,862
81
$1.68M 0.25%
21,538
-3,735
82
$1.68M 0.25%
59,869
+42,424
83
$1.67M 0.25%
15,924
+1,091
84
$1.66M 0.25%
31,349
+2,015
85
$1.65M 0.24%
9,391
+420
86
$1.61M 0.24%
49,367
-1,474
87
$1.6M 0.24%
37,421
+2,124
88
$1.58M 0.24%
27,765
-1,877
89
$1.56M 0.23%
4,481
+165
90
$1.55M 0.23%
11,520
-257
91
$1.53M 0.23%
14,484
-1,119
92
$1.48M 0.22%
+7,698
93
$1.47M 0.22%
60,836
-1,757
94
$1.47M 0.22%
4,720
-19
95
$1.47M 0.22%
12,040
+1,320
96
$1.45M 0.21%
27,092
+16,692
97
$1.44M 0.21%
33,836
+15,855
98
$1.43M 0.21%
36,308
+1,787
99
$1.43M 0.21%
10,388
+1,122
100
$1.43M 0.21%
9,253
+259
2 3
4
5 6