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
$311M
AUM Growth
+$47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$5.91M
2
+$2.66M
3
+$1.96M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.87M
5
AAPL icon
Apple
AAPL
+$1.36M

Top Sells

1
+$2.21M
2
+$1.67M
3
+$1.56M
4
IYW icon
iShares US Technology ETF
IYW
+$1.39M
5
PG icon
Procter & Gamble
PG
+$486K

Sector Composition

1 Technology 10.54%
2 Consumer Discretionary 4.75%
3 Healthcare 3.58%
4 Industrials 3.23%
5 Communication Services 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$612K 0.2%
35,804
-6,208
127
$606K 0.2%
+3,267
128
$606K 0.2%
34,854
-1,704
129
$604K 0.19%
23,568
+1,918
130
$597K 0.19%
17,152
+3,544
131
$595K 0.19%
1,910
-248
132
$592K 0.19%
22,069
+2,650
133
$582K 0.19%
7,940
-940
134
$575K 0.19%
87,650
+17,500
135
$554K 0.18%
8,703
+3,786
136
$549K 0.18%
17,000
137
$548K 0.18%
10,575
+390
138
$534K 0.17%
39,703
+9,924
139
$528K 0.17%
3,236
-75
140
$524K 0.17%
22,875
+2,847
141
$521K 0.17%
14,202
142
$516K 0.17%
8,839
-216
143
$515K 0.17%
9,867
+3,436
144
$513K 0.17%
7,125
+1,201
145
$512K 0.16%
6,718
+337
146
$511K 0.16%
6,696
147
$506K 0.16%
2,569
-1,767
148
$505K 0.16%
8,639
+264
149
$505K 0.16%
5,836
-170
150
$499K 0.16%
55,610
+6,022
4 5
6
7 8