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
$188M
AUM Growth
-$56.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$4.68M
2
+$3.42M
3
+$2.62M
4
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$1.83M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.82M

Top Sells

1
+$1.96M
2
+$1.72M
3
+$1.52M
4
IYT icon
iShares US Transportation ETF
IYT
+$1.43M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.32M

Sector Composition

1 Technology 8.94%
2 Healthcare 4.19%
3 Communication Services 4.01%
4 Consumer Discretionary 3.79%
5 Industrials 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$517K 0.27%
9,282
+1,859
102
$516K 0.27%
+4,247
103
$506K 0.27%
12,105
-41,060
104
$503K 0.27%
6,939
+1,415
105
$498K 0.26%
8,580
-320
106
$498K 0.26%
7,362
+1,173
107
$496K 0.26%
19,265
+1,656
108
$486K 0.26%
6,736
-203
109
$476K 0.25%
6,651
-3,215
110
$473K 0.25%
3,288
-224
111
$472K 0.25%
11,942
-1,348
112
$469K 0.25%
6,327
+1,070
113
$461K 0.24%
6,631
-735
114
$460K 0.24%
5,756
+96
115
$458K 0.24%
2,163
-80
116
$457K 0.24%
21,547
+2,505
117
$457K 0.24%
+10,312
118
$452K 0.24%
14,602
-1,183
119
$448K 0.24%
8,947
-17,359
120
$447K 0.24%
54,404
-1,615
121
$443K 0.24%
2,796
-620
122
$441K 0.23%
50,995
-8,247
123
$437K 0.23%
10,798
-3,508
124
$434K 0.23%
5,011
+1,054
125
$429K 0.23%
36,430
+1,820
3 4
5
6 7