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
$674M
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
498
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$7.29M
3
+$6.73M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$6.63M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.16M

Top Sells

1
+$25.3M
2
+$5.36M
3
+$3.95M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$3.36M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.69M

Sector Composition

1 Technology 7.36%
2 Healthcare 5.2%
3 Consumer Discretionary 3.22%
4 Industrials 3.18%
5 Financials 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.14M 0.17%
54,355
+1,285
127
$1.13M 0.17%
4,894
+839
128
$1.12M 0.17%
18,779
-200
129
$1.12M 0.17%
52,817
-32
130
$1.12M 0.17%
8,340
+390
131
$1.12M 0.17%
42,952
+6,260
132
$1.1M 0.16%
+7,860
133
$1.09M 0.16%
22,743
+9,226
134
$1.09M 0.16%
22,476
+4,221
135
$1.08M 0.16%
25,367
+1,307
136
$1.08M 0.16%
49,862
-18,005
137
$1.08M 0.16%
22,660
+1,800
138
$1.08M 0.16%
27,581
+3,051
139
$1.07M 0.16%
21,293
+1,077
140
$1.07M 0.16%
9,955
+2,068
141
$1.06M 0.16%
17,419
+4,507
142
$1.05M 0.16%
19,067
+257
143
$1.04M 0.15%
39,663
+1,801
144
$1.04M 0.15%
7,663
+86
145
$1.04M 0.15%
12,426
+665
146
$1.04M 0.15%
71,030
-6,217
147
$1.04M 0.15%
20,099
+699
148
$1M 0.15%
4,124
-503
149
$1M 0.15%
54,944
-23,600
150
$994K 0.15%
37,355
+17,597
4 5
6
7 8