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
$95.8M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$866K
2
+$575K
3
+$556K
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$511K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$435K

Top Sells

1
+$513K
2
+$509K
3
+$413K
4
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$379K
5
GAL icon
SPDR SSGA Global Allocation ETF
GAL
+$375K

Sector Composition

1 Technology 8.09%
2 Communication Services 4.68%
3 Financials 3.97%
4 Healthcare 3.7%
5 Consumer Staples 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$309K 0.32%
1,179
127
$307K 0.32%
7,496
-514
128
$302K 0.32%
+2,860
129
$301K 0.31%
5,604
-165
130
$300K 0.31%
+2,342
131
$298K 0.31%
+10,252
132
$296K 0.31%
2,433
-882
133
$296K 0.31%
2,158
+172
134
$294K 0.31%
3,495
-143
135
$289K 0.3%
4,516
+420
136
$287K 0.3%
+5,554
137
$286K 0.3%
5,212
+152
138
$286K 0.3%
27,050
139
$283K 0.3%
5,052
-942
140
$283K 0.3%
+1,283
141
$282K 0.29%
8,819
+1,482
142
$281K 0.29%
1,627
-100
143
$279K 0.29%
6,049
-760
144
$277K 0.29%
4,537
+331
145
$277K 0.29%
15,798
+1,221
146
$276K 0.29%
7,862
+673
147
$275K 0.29%
+8,361
148
$271K 0.28%
5,180
+400
149
$269K 0.28%
+1,970
150
$267K 0.28%
3,727
+725
4 5
6
7 8