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
$245M
AUM Growth
+$85.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$4.56M
2
+$3.68M
3
+$2.74M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.55M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.11M

Top Sells

1
+$971K
2
+$561K
3
+$482K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$355K
5
CDL icon
VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL
+$321K

Sector Composition

1 Technology 7.49%
2 Industrials 3.88%
3 Healthcare 3.88%
4 Financials 3.63%
5 Communication Services 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$769K 0.31%
+6,747
102
$732K 0.3%
+3,416
103
$725K 0.3%
10,840
+920
104
$717K 0.29%
7,165
+63
105
$693K 0.28%
11,081
-162
106
$686K 0.28%
7,366
+538
107
$681K 0.28%
9,168
+1,243
108
$674K 0.27%
13,290
+1,249
109
$671K 0.27%
19,042
+773
110
$668K 0.27%
8,197
-2,052
111
$666K 0.27%
5,524
+510
112
$663K 0.27%
7,265
+716
113
$662K 0.27%
21,513
-1,324
114
$656K 0.27%
22,794
+8,282
115
$655K 0.27%
32,673
-333
116
$647K 0.26%
18,218
-15,796
117
$646K 0.26%
22,521
+454
118
$625K 0.25%
+14,505
119
$616K 0.25%
6,476
-252
120
$613K 0.25%
11,832
+7,260
121
$610K 0.25%
2,076
+234
122
$609K 0.25%
5,660
+2,012
123
$596K 0.24%
8,900
+600
124
$593K 0.24%
59,242
-2,819
125
$587K 0.24%
15,785
+2,869
3 4
5
6 7