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
$187M
AUM Growth
+$6.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1
+$2.37M
2
+$1.63M
3
+$1.52M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.04M
5
SPKL
Spark I Acquisition Corp
SPKL
+$762K

Top Sells

1
+$6.97M
2
+$1.56M
3
+$1.05M
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$933K
5
IBM icon
IBM
IBM
+$872K

Sector Composition

1 Technology 10.46%
2 Financials 8.15%
3 Industrials 7.71%
4 Healthcare 7.47%
5 Consumer Discretionary 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$623K 0.33%
5,714
+512
77
$621K 0.33%
1,548
-42
78
$617K 0.33%
7,336
-12,437
79
$615K 0.33%
7,901
+1,752
80
$592K 0.32%
5,414
+37
81
$590K 0.32%
2,250
+8
82
$589K 0.31%
5,347
+424
83
$564K 0.3%
7,425
-210
84
$555K 0.3%
7,172
-1,688
85
$554K 0.3%
+2,886
86
$551K 0.29%
7,399
-6,535
87
$548K 0.29%
5,199
+755
88
$548K 0.29%
+15,536
89
$540K 0.29%
+9,657
90
$540K 0.29%
+50,100
91
$538K 0.29%
7,762
+60
92
$524K 0.28%
3,973
-273
93
$514K 0.27%
2,219
-594
94
$513K 0.27%
1,692
+275
95
$504K 0.27%
+9,819
96
$501K 0.27%
8,285
-117
97
$492K 0.26%
5,515
-4,120
98
$492K 0.26%
11,131
+1,998
99
$489K 0.26%
+9,033
100
$487K 0.26%
2,199
+265
2 3
4
5 6