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
$311M
AUM Growth
+$47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$5.91M
2
+$2.66M
3
+$1.96M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.87M
5
AAPL icon
Apple
AAPL
+$1.36M

Top Sells

1
+$2.21M
2
+$1.67M
3
+$1.56M
4
IYW icon
iShares US Technology ETF
IYW
+$1.39M
5
PG icon
Procter & Gamble
PG
+$486K

Sector Composition

1 Technology 10.54%
2 Consumer Discretionary 4.75%
3 Healthcare 3.58%
4 Industrials 3.23%
5 Communication Services 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$773K 0.25%
9,699
+1,150
102
$764K 0.25%
48,990
-2,660
103
$755K 0.24%
11,869
+479
104
$735K 0.24%
1,917
+244
105
$728K 0.23%
52,728
-616
106
$719K 0.23%
6,390
-693
107
$718K 0.23%
27,266
+3,147
108
$715K 0.23%
17,969
+1,110
109
$711K 0.23%
4,745
+1,291
110
$699K 0.23%
7,296
-1,096
111
$696K 0.22%
4,193
-337
112
$696K 0.22%
5,935
+143
113
$688K 0.22%
4,129
+102
114
$681K 0.22%
5,058
+1,631
115
$675K 0.22%
14,661
+2,946
116
$673K 0.22%
8,363
+815
117
$671K 0.22%
11,090
-2,712
118
$670K 0.22%
5,501
+99
119
$651K 0.21%
22,850
+6,818
120
$647K 0.21%
4,373
-585
121
$645K 0.21%
3,226
-597
122
$644K 0.21%
17,680
+900
123
$635K 0.2%
7,173
+532
124
$630K 0.2%
12,618
+510
125
$619K 0.2%
7,084
+120
3 4
5
6 7