SG

StoneX Group Portfolio holdings

AUM $2.3B
1-Year Est. Return 19.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.82B
AUM Growth
+$4.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,035
New
Increased
Reduced
Closed

Top Buys

1
+$7.93M
2
+$5.51M
3
+$4.7M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.42M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$3.56M

Top Sells

1
+$3.19M
2
+$3.13M
3
+$2.92M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$2.58M
5
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$2.54M

Sector Composition

1 Technology 8.7%
2 Financials 4.45%
3 Healthcare 3.54%
4 Consumer Discretionary 3.17%
5 Industrials 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
– –
-7,167
1002
– –
-9,954
1003
– –
-11,550
1004
– –
-2,847
1005
– –
-2,219
1006
– –
-77,271
1007
– –
-9,171
1008
– –
-14,000
1009
– –
-6,416
1010
– –
-10,717
1011
– –
-2,364
1012
– –
-8,232
1013
– –
-4,305
1014
– –
-94,000
1015
– –
-179,500
1016
– –
-3,088
1017
– –
-4,198
1018
– –
-2,425
1019
– –
-6,140
1020
– –
-13
1021
– –
-1,022
1022
– –
-26,292
1023
– –
-503
1024
– –
-12,434
1025
– –
-21,232
38 39 40
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