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
$687M
AUM Growth
+$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
678
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$10.7M
3
+$9.93M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$7.07M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.52M

Top Sells

1
+$4.46M
2
+$3.68M
3
+$2.65M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$2.49M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.38M

Sector Composition

1 Healthcare 1.9%
2 Industrials 1.84%
3 Financials 1.61%
4 Energy 1.31%
5 Technology 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$914K 0.13%
+776
127
$904K 0.13%
4,506
-32
128
$898K 0.13%
+4,187
129
$896K 0.13%
28,805
+2,555
130
$863K 0.13%
+8,673
131
$860K 0.13%
5,071
+779
132
$847K 0.12%
+8,813
133
$841K 0.12%
6,720
+951
134
$836K 0.12%
+9,995
135
$831K 0.12%
20,986
+2,571
136
$824K 0.12%
10,588
+1,118
137
$817K 0.12%
7,430
-20
138
$813K 0.12%
8,058
+1,182
139
$804K 0.12%
13,653
+36
140
$801K 0.12%
5,919
+3,068
141
$792K 0.12%
+9,316
142
$784K 0.11%
37,301
-2,309
143
$772K 0.11%
+3,276
144
$766K 0.11%
8,400
+484
145
$764K 0.11%
12,929
-78
146
$763K 0.11%
4,434
-25,924
147
$760K 0.11%
16,112
+9,728
148
$757K 0.11%
+6,304
149
$753K 0.11%
24,678
-3,732
150
$753K 0.11%
5,188
+386
4 5
6
7 8