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
$105M
AUM Growth
+$8.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$751K
2
+$670K
3
+$662K
4
EEHB
POWERSHARES S&P EMERGING MARKETS HIGH BETA PORTFOLIO
EEHB
+$617K
5
DISH
DISH Network Corp.
DISH
+$521K

Top Sells

1
+$901K
2
+$602K
3
+$585K
4
META icon
Meta Platforms (Facebook)
META
+$469K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$414K

Sector Composition

1 Technology 7.81%
2 Communication Services 4.56%
3 Healthcare 3.95%
4 Financials 3.94%
5 Consumer Staples 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$323K 0.31%
1,509
+226
127
$320K 0.31%
2,802
-386
128
$318K 0.3%
1,862
-201
129
$318K 0.3%
10,235
-1,186
130
$317K 0.3%
1,311
+28
131
$316K 0.3%
3,409
+1,067
132
$315K 0.3%
6,100
+920
133
$310K 0.3%
+5,955
134
$308K 0.29%
16,122
+324
135
$306K 0.29%
15,700
+2,700
136
$301K 0.29%
16,323
+4,444
137
$299K 0.29%
6,208
+1,873
138
$298K 0.29%
+6,302
139
$298K 0.29%
1,380
+53
140
$297K 0.28%
30,744
-776
141
$296K 0.28%
+1,962
142
$296K 0.28%
5,695
+91
143
$295K 0.28%
1,293
+396
144
$294K 0.28%
3,789
+294
145
$290K 0.28%
6,489
-703
146
$289K 0.28%
3,830
+103
147
$287K 0.27%
5,747
-302
148
$282K 0.27%
8,041
+179
149
$278K 0.27%
+1,515
150
$278K 0.27%
4,636
+99
4 5
6
7 8