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
$188M
AUM Growth
-$56.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$4.68M
2
+$3.42M
3
+$2.62M
4
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$1.83M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.82M

Top Sells

1
+$1.96M
2
+$1.72M
3
+$1.52M
4
IYT icon
iShares US Transportation ETF
IYT
+$1.43M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.32M

Sector Composition

1 Technology 8.94%
2 Healthcare 4.19%
3 Communication Services 4.01%
4 Consumer Discretionary 3.79%
5 Industrials 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$428K 0.23%
11,639
-10,377
127
$426K 0.23%
+7,406
128
$425K 0.23%
5,586
+489
129
$424K 0.23%
5,239
-306
130
$424K 0.23%
35,491
+16,462
131
$421K 0.22%
7,103
-2,065
132
$420K 0.22%
5,675
+2,413
133
$418K 0.22%
34,681
+2,004
134
$417K 0.22%
13,314
+969
135
$415K 0.22%
16,905
-413
136
$410K 0.22%
14,982
+5,348
137
$406K 0.22%
5,650
-2,882
138
$406K 0.22%
40,744
+2,392
139
$405K 0.22%
9,086
+1,285
140
$404K 0.21%
29,035
+9,306
141
$403K 0.21%
10,734
-9,348
142
$395K 0.21%
8,405
-6,338
143
$393K 0.21%
+4,399
144
$391K 0.21%
+3,409
145
$389K 0.21%
+18,506
146
$385K 0.2%
4,024
+222
147
$385K 0.2%
6,525
-1,672
148
$384K 0.2%
7,294
-4,538
149
$381K 0.2%
10,031
-1,002
150
$380K 0.2%
6,031
+521
4 5
6
7 8