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
$116M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$725K
2
+$724K
3
+$552K
4
KLIC icon
Kulicke & Soffa
KLIC
+$548K
5
AMZN icon
Amazon
AMZN
+$541K

Top Sells

1
+$928K
2
+$617K
3
+$531K
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$463K
5
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$401K

Sector Composition

1 Technology 9.43%
2 Communication Services 4.74%
3 Healthcare 4.02%
4 Financials 3.52%
5 Consumer Discretionary 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$420K 0.36%
14,888
+2,286
102
$418K 0.36%
5,005
+2,115
103
$417K 0.36%
3,059
+742
104
$403K 0.35%
14,181
-50
105
$390K 0.34%
310
+36
106
$389K 0.34%
21,279
+1,791
107
$388K 0.33%
23,474
108
$387K 0.33%
6,940
+840
109
$375K 0.32%
4,309
+67
110
$371K 0.32%
2,046
+184
111
$368K 0.32%
12,349
+84
112
$364K 0.31%
2,876
+74
113
$364K 0.31%
11,430
114
$363K 0.31%
4,452
-382
115
$355K 0.31%
6,117
-258
116
$349K 0.3%
7,351
-589
117
$348K 0.3%
6,547
+123
118
$345K 0.3%
31,146
-1,479
119
$343K 0.3%
17,184
+1,062
120
$339K 0.29%
6,112
+365
121
$338K 0.29%
1,962
122
$335K 0.29%
5,789
-185
123
$335K 0.29%
7,038
+5
124
$330K 0.28%
2,482
-247
125
$327K 0.28%
5,637
-58
3 4
5
6 7