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
$156M
AUM Growth
+$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$4.48M
3
+$1.39M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$998K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$871K

Top Sells

1
+$928K
2
+$908K
3
+$773K
4
FXH icon
First Trust Health Care AlphaDEX Fund
FXH
+$592K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$532K

Sector Composition

1 Technology 8.53%
2 Communication Services 4.7%
3 Consumer Discretionary 4.09%
4 Financials 3.9%
5 Healthcare 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$393K 0.25%
8,332
-776
127
$387K 0.25%
4,436
+305
128
$386K 0.25%
6,975
+403
129
$386K 0.25%
1,061
-172
130
$373K 0.24%
2,398
-1,844
131
$371K 0.24%
30,252
+2,405
132
$370K 0.24%
6,655
+985
133
$370K 0.24%
+6,790
134
$368K 0.24%
32,450
135
$364K 0.23%
5,478
+521
136
$364K 0.23%
+1,850
137
$363K 0.23%
4,691
-218
138
$363K 0.23%
3,597
+684
139
$362K 0.23%
1,371
+69
140
$362K 0.23%
9,475
-300
141
$351K 0.23%
10,576
+1,716
142
$351K 0.23%
+9,451
143
$351K 0.23%
+13,730
144
$350K 0.22%
16,565
-518
145
$345K 0.22%
18,318
-429
146
$340K 0.22%
+7,685
147
$337K 0.22%
+10,366
148
$332K 0.21%
24,510
+470
149
$330K 0.21%
1,563
+205
150
$326K 0.21%
1,572
+266
4 5
6
7 8