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
$537M
AUM Growth
-$73.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
594
New
Increased
Reduced
Closed

Top Buys

1
+$5.51M
2
+$5.5M
3
+$5.11M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.8M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.7M

Top Sells

1
+$13.9M
2
+$7.5M
3
+$6.64M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$4.98M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.89M

Sector Composition

1 Energy 0.95%
2 Financials 0.93%
3 Industrials 0.13%
4 Consumer Discretionary 0.09%
5 Technology 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.26M 0.23%
+125,811
77
$1.25M 0.23%
30,539
+380
78
$1.21M 0.23%
49,769
+100
79
$1.21M 0.23%
11,815
+4,581
80
$1.19M 0.22%
35,805
+5,953
81
$1.19M 0.22%
9,442
-3,984
82
$1.18M 0.22%
41,472
-9,458
83
$1.18M 0.22%
23,501
-4,570
84
$1.16M 0.22%
26,240
-2,000
85
$1.14M 0.21%
40,651
-34,945
86
$1.1M 0.21%
19,079
+326
87
$1.09M 0.2%
5,284
-538
88
$1.09M 0.2%
24,448
+2,286
89
$1.08M 0.2%
35,701
-3,942
90
$1.08M 0.2%
47,799
+5,222
91
$1.07M 0.2%
18,072
-1,484
92
$1.04M 0.19%
17,430
-2,298
93
$1.04M 0.19%
13,238
-296
94
$1.04M 0.19%
15,830
+6,011
95
$1.04M 0.19%
34,570
+4,068
96
$1M 0.19%
21,891
+694
97
$965K 0.18%
25,035
-358
98
$948K 0.18%
7,179
+4,438
99
$931K 0.17%
36,068
-11,984
100
$916K 0.17%
13,690
-1,348
2 3
4
5 6