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SG

StoneX Group Portfolio holdings

AUM $1.86B
1-Year Est. Return 21.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.3%
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
– –
-503
1002
– –
-12,434
1003
– –
-21,232
1004
– –
-7,711
1005
– –
-4,026
1006
– –
-3,146
1007
– –
-10,707
1008
– –
-11,688
1009
– –
-13,358
1010
– –
-19,043
1011
– –
-18,618
1012
– –
-11,002
1013
– –
-5,980
1014
– –
-3,076
1015
– –
-4,158
1016
– –
-4,005
1017
– –
-10,626
1018
– –
-192
1019
– –
-13,146
1020
– –
-25,000
1021
– –
-15,615
1022
– –
-44,200
1023
– –
-915
1024
– –
-27,990
1025
– –
-12,607
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