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
$687M
AUM Growth
+$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
678
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$10.7M
3
+$9.93M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$7.07M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.52M

Top Sells

1
+$4.46M
2
+$3.68M
3
+$2.65M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$2.49M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.38M

Sector Composition

1 Healthcare 1.9%
2 Industrials 1.84%
3 Financials 1.61%
4 Energy 1.31%
5 Technology 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.11M 0.16%
+5,568
102
$1.1M 0.16%
8,959
-483
103
$1.1M 0.16%
17,736
-336
104
$1.1M 0.16%
26,023
+5,139
105
$1.07M 0.16%
+902
106
$1.06M 0.15%
+12,205
107
$1.04M 0.15%
+8,179
108
$1.03M 0.15%
50,798
+3,106
109
$1.03M 0.15%
22,418
-2,617
110
$1.02M 0.15%
12,078
-29,373
111
$1.02M 0.15%
44,452
-3,347
112
$1.01M 0.15%
+9,817
113
$994K 0.14%
9,342
-5,068
114
$979K 0.14%
32,977
-3,091
115
$976K 0.14%
+5,122
116
$967K 0.14%
+7,068
117
$961K 0.14%
20,582
+3,048
118
$946K 0.14%
+3,906
119
$934K 0.14%
+93,204
120
$929K 0.14%
13,199
-491
121
$925K 0.13%
12,824
-625
122
$922K 0.13%
+2,653
123
$920K 0.13%
33,957
+5,639
124
$916K 0.13%
19,174
+146
125
$915K 0.13%
15,076
+1,993
3 4
5
6 7