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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
$2.06B
AUM Growth
+$233M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,050
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$15.9M
3
+$7.46M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.4M
5
OBAWU
Oxley Bridge Acquisition Ltd Unit
OBAWU
+$2.93M

Top Sells

1
+$8.17M
2
+$4.76M
3
+$2.79M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$2.33M
5
GXC icon
State Street SPDR S&P China ETF
GXC
+$2.28M

Sector Composition

1 Technology 9.73%
2 Financials 4.75%
3 Consumer Discretionary 3.2%
4 Healthcare 2.9%
5 Industrials 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
– –
-11,172
1002
– –
-27,673
1003
– –
-3,758
1004
– –
-8,820
1005
– –
-3,732
1006
– –
-10,112
1007
– –
-7,857
1008
– –
-46,501
1009
– –
-7,659
1010
– –
-30,351
1011
– –
-14,078
1012
– –
-1,190
1013
– –
-14,147
1014
– –
-10,044
1015
– –
-13,669
1016
– –
-1,795
1017
– –
-3,184
1018
– –
-887
1019
– –
-17,313
1020
– –
-10,341
1021
– –
-1,359
1022
– –
-5,594
1023
– –
-30,218
1024
– –
-5,221
1025
– –
-8,430
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