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
$95.8M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$866K
2
+$575K
3
+$556K
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$511K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$435K

Top Sells

1
+$513K
2
+$509K
3
+$413K
4
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$379K
5
GAL icon
SPDR SSGA Global Allocation ETF
GAL
+$375K

Sector Composition

1 Technology 8.09%
2 Communication Services 4.68%
3 Financials 3.97%
4 Healthcare 3.7%
5 Consumer Staples 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$362K 0.38%
3,092
-3,526
102
$354K 0.37%
3,930
+87
103
$353K 0.37%
+18,365
104
$352K 0.37%
14,813
+2,286
105
$351K 0.37%
+34,780
106
$351K 0.37%
7,457
-673
107
$350K 0.37%
11,849
+2,328
108
$347K 0.36%
5,248
-1,616
109
$346K 0.36%
7,192
-2,218
110
$343K 0.36%
11,430
111
$341K 0.36%
+19,221
112
$340K 0.35%
6,710
113
$340K 0.35%
+2,063
114
$339K 0.35%
17,984
+603
115
$334K 0.35%
1,923
-11
116
$327K 0.34%
5,244
+861
117
$324K 0.34%
2,258
-24
118
$321K 0.34%
5,120
+184
119
$320K 0.33%
1,896
+319
120
$317K 0.33%
+8,548
121
$316K 0.33%
11,454
+1,241
122
$316K 0.33%
7,041
+849
123
$315K 0.33%
1,283
-24
124
$314K 0.33%
5,749
+250
125
$314K 0.33%
31,520
+4,105
3 4
5
6 7