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
$245M
AUM Growth
+$85.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$4.56M
2
+$3.68M
3
+$2.74M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.55M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.11M

Top Sells

1
+$971K
2
+$561K
3
+$482K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$355K
5
CDL icon
VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL
+$321K

Sector Composition

1 Technology 7.49%
2 Industrials 3.88%
3 Healthcare 3.88%
4 Financials 3.63%
5 Communication Services 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$581K 0.24%
12,345
-1,184
127
$578K 0.24%
56,019
-7,399
128
$575K 0.23%
6,939
-306
129
$571K 0.23%
3,512
+169
130
$571K 0.23%
3,716
+1,260
131
$568K 0.23%
4,323
+63
132
$556K 0.23%
17,609
+637
133
$556K 0.23%
5,097
-586
134
$549K 0.22%
2,243
+700
135
$546K 0.22%
21,065
+2,930
136
$546K 0.22%
8,002
+362
137
$546K 0.22%
6,189
+1,121
138
$535K 0.22%
17,122
-750
139
$532K 0.22%
13,370
+590
140
$524K 0.21%
4,180
-394
141
$516K 0.21%
34,610
-2,710
142
$511K 0.21%
1,711
-235
143
$506K 0.21%
5,545
+1,350
144
$506K 0.21%
17,318
+802
145
$502K 0.2%
4,285
-100
146
$499K 0.2%
+10,159
147
$497K 0.2%
19,281
+1,020
148
$486K 0.2%
18,307
+8,515
149
$485K 0.2%
82,480
-16,880
150
$482K 0.2%
2,567
+138
4 5
6
7 8