SG
StoneX Group Portfolio holdings
AUM
$2.06B
1-Year Return
18.44%
This Quarter Return
+8.86%
1 Year Return
+18.44%
3 Year Return
+64.6%
5 Year Return
+109.51%
10 Year Return
–
AUM
$311M
AUM Growth
+$47M
(+18%)
Cap. Flow
+$27.5M
Cap. Flow
% of AUM
8.85%
Top 10 Holdings %
Top 10 Hldgs %
26.82%
Holding
347
New
51
Increased
163
Reduced
101
Closed
19
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$5.91M |
| 2 |
Vanguard Small-Cap ETF
VB
|
$2.66M |
| 3 |
Technology Select Sector SPDR Fund
XLK
|
$1.96M |
| 4 |
Health Care Select Sector SPDR Fund
XLV
|
$1.87M |
| 5 |
Apple
AAPL
|
$1.36M |
Top Sells
| 1 |
First Trust Enhanced Short Maturity ETF
FTSM
|
$2.21M |
| 2 |
Invesco Dorsey Wright Healthcare Momentum ETF
PTH
|
$1.67M |
| 3 |
iShares S&P 500 Growth ETF
IVW
|
$1.56M |
| 4 |
iShares US Technology ETF
IYW
|
$1.39M |
| 5 |
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% |
