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
$687M
AUM Growth
+$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
678
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$10.7M
3
+$9.93M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$7.07M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.52M

Top Sells

1
+$4.46M
2
+$3.68M
3
+$2.65M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$2.49M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.38M

Sector Composition

1 Healthcare 1.9%
2 Industrials 1.84%
3 Financials 1.61%
4 Energy 1.31%
5 Technology 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.46M 0.21%
+69,518
77
$1.4M 0.2%
30,153
-386
78
$1.38M 0.2%
23,466
-2,237
79
$1.38M 0.2%
27,598
+1,358
80
$1.36M 0.2%
23,511
-24,219
81
$1.33M 0.19%
18,813
+2,983
82
$1.32M 0.19%
+6,342
83
$1.3M 0.19%
41,802
+1,151
84
$1.28M 0.19%
8,768
+1,589
85
$1.28M 0.19%
+2,493
86
$1.27M 0.19%
60,269
-9,731
87
$1.22M 0.18%
24,297
+796
88
$1.22M 0.18%
40,789
-683
89
$1.22M 0.18%
21,038
+1,959
90
$1.21M 0.18%
49,669
-100
91
$1.2M 0.17%
35,097
-604
92
$1.18M 0.17%
79,799
-109
93
$1.17M 0.17%
26,123
+1,675
94
$1.16M 0.17%
5,388
+104
95
$1.15M 0.17%
16,039
-5,560
96
$1.14M 0.17%
13,624
+386
97
$1.14M 0.17%
37,183
+2,613
98
$1.14M 0.17%
16,830
-600
99
$1.12M 0.16%
33,364
-2,441
100
$1.12M 0.16%
+3,787
2 3
4
5 6