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
$537M
AUM Growth
-$73.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
594
New
Increased
Reduced
Closed

Top Buys

1
+$5.51M
2
+$5.5M
3
+$5.11M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.8M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.7M

Top Sells

1
+$13.9M
2
+$7.5M
3
+$6.64M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$4.98M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.89M

Sector Composition

1 Energy 0.95%
2 Financials 0.93%
3 Industrials 0.13%
4 Consumer Discretionary 0.09%
5 Technology 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$685K 0.13%
9,444
+267
127
$679K 0.13%
13,083
-515
128
$664K 0.12%
4,292
-569
129
$654K 0.12%
25,792
+4,416
130
$653K 0.12%
+18,415
131
$652K 0.12%
7,916
-2,518
132
$649K 0.12%
25,932
-98,848
133
$647K 0.12%
24,520
-1,109
134
$643K 0.12%
5,769
+10
135
$626K 0.12%
34,226
-2,261
136
$624K 0.12%
4,726
+1,775
137
$617K 0.11%
4,802
-12,453
138
$610K 0.11%
24,076
+1,343
139
$606K 0.11%
20,094
-16,787
140
$589K 0.11%
28,602
+360
141
$588K 0.11%
30,165
+1,581
142
$583K 0.11%
25,214
+3,529
143
$582K 0.11%
6,427
+170
144
$573K 0.11%
32,728
-16,138
145
$572K 0.11%
11,107
-2,401
146
$568K 0.11%
12,015
-5,568
147
$563K 0.1%
6,876
-1,167
148
$562K 0.1%
14,606
-6,156
149
$559K 0.1%
17,732
+5,580
150
$558K 0.1%
13,106
-10,545
4 5
6
7 8