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
$537M
AUM Growth
-$73.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
594
New
Increased
Reduced
Closed

Top Buys

1
+$5.51M
2
+$5.5M
3
+$5.11M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.8M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.7M

Top Sells

1
+$13.9M
2
+$7.5M
3
+$6.64M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$4.98M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.89M

Sector Composition

1 Energy 0.95%
2 Financials 0.93%
3 Industrials 0.13%
4 Consumer Discretionary 0.09%
5 Technology 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$901K 0.17%
47,692
-6,378
102
$900K 0.17%
28,410
+844
103
$898K 0.17%
11,317
+4,190
104
$892K 0.17%
13,449
-3,406
105
$886K 0.16%
4,538
-418
106
$882K 0.16%
34,734
+3,247
107
$860K 0.16%
13,007
-967
108
$844K 0.16%
17,534
-4,383
109
$832K 0.15%
19,028
+2,671
110
$820K 0.15%
7,450
-14
111
$787K 0.15%
+26,250
112
$776K 0.14%
7,428
-2,267
113
$759K 0.14%
20,884
-1,533
114
$756K 0.14%
33,216
-10,405
115
$754K 0.14%
10,148
-798
116
$732K 0.14%
39,610
-870
117
$722K 0.13%
13,617
-33
118
$717K 0.13%
9,470
-12
119
$716K 0.13%
23,027
-4,038
120
$711K 0.13%
6,941
-1,187
121
$707K 0.13%
17,608
-349
122
$704K 0.13%
28,318
-791
123
$699K 0.13%
11,578
-2,445
124
$694K 0.13%
13,167
+269
125
$687K 0.13%
18,234
-1,977
3 4
5
6 7