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
$156M
AUM Growth
+$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$4.48M
3
+$1.39M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$998K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$871K

Top Sells

1
+$928K
2
+$908K
3
+$773K
4
FXH icon
First Trust Health Care AlphaDEX Fund
FXH
+$592K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$532K

Sector Composition

1 Technology 8.53%
2 Communication Services 4.7%
3 Consumer Discretionary 4.09%
4 Financials 3.9%
5 Healthcare 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$478K 0.31%
+16,652
102
$476K 0.31%
3,135
+708
103
$473K 0.3%
+4,274
104
$472K 0.3%
18,214
-625
105
$464K 0.3%
3,728
+137
106
$461K 0.3%
1,741
+181
107
$454K 0.29%
17,595
+4,260
108
$451K 0.29%
3,941
+848
109
$445K 0.29%
3,378
+385
110
$443K 0.28%
14,580
+4,505
111
$441K 0.28%
8,160
+960
112
$439K 0.28%
18,084
-1,740
113
$434K 0.28%
6,946
+2,082
114
$433K 0.28%
5,430
+297
115
$430K 0.28%
7,940
+2,880
116
$430K 0.28%
3,278
+341
117
$419K 0.27%
9,767
+2,471
118
$414K 0.27%
30,567
+3
119
$411K 0.26%
4,489
+1,242
120
$409K 0.26%
43,924
+15,714
121
$408K 0.26%
7,936
+1,229
122
$405K 0.26%
8,013
-10,517
123
$402K 0.26%
1,051
+106
124
$398K 0.26%
14,716
-343
125
$396K 0.25%
6,452
+888
3 4
5
6 7