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
$116M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$725K
2
+$724K
3
+$552K
4
KLIC icon
Kulicke & Soffa
KLIC
+$548K
5
AMZN icon
Amazon
AMZN
+$541K

Top Sells

1
+$928K
2
+$617K
3
+$531K
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$463K
5
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$401K

Sector Composition

1 Technology 9.43%
2 Communication Services 4.74%
3 Healthcare 4.02%
4 Financials 3.52%
5 Consumer Discretionary 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$326K 0.28%
3,453
+44
127
$325K 0.28%
5,729
-931
128
$324K 0.28%
5,952
-350
129
$324K 0.28%
33,849
+3,105
130
$322K 0.28%
4,238
+847
131
$320K 0.28%
3,766
-210
132
$318K 0.27%
3,941
-1,041
133
$316K 0.27%
6,620
+412
134
$316K 0.27%
11,501
+1,591
135
$315K 0.27%
2,889
+742
136
$315K 0.27%
19,507
-658
137
$314K 0.27%
1,504
+89
138
$314K 0.27%
+22,163
139
$313K 0.27%
10,959
+2,193
140
$313K 0.27%
2,728
-839
141
$312K 0.27%
3,948
+159
142
$310K 0.27%
8,949
-1,286
143
$309K 0.27%
247
+45
144
$309K 0.27%
21,150
+1,290
145
$309K 0.27%
+3,596
146
$308K 0.27%
5,620
+396
147
$306K 0.26%
5,831
-124
148
$305K 0.26%
12,668
+4,575
149
$305K 0.26%
29,925
+8,000
150
$305K 0.26%
9,220
+1,865
4 5
6
7 8