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
$187M
AUM Growth
+$6.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1
+$2.37M
2
+$1.63M
3
+$1.52M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.04M
5
SPKL
Spark I Acquisition Corp
SPKL
+$762K

Top Sells

1
+$6.97M
2
+$1.56M
3
+$1.05M
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$933K
5
IBM icon
IBM
IBM
+$872K

Sector Composition

1 Technology 10.46%
2 Financials 8.15%
3 Industrials 7.71%
4 Healthcare 7.47%
5 Consumer Discretionary 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$398K 0.21%
3,145
-19
127
$398K 0.21%
7,857
-466
128
$396K 0.21%
2,558
-85
129
$395K 0.21%
+1,451
130
$395K 0.21%
6,854
+408
131
$394K 0.21%
11,135
-5,375
132
$393K 0.21%
1,492
-80
133
$391K 0.21%
+1,606
134
$387K 0.21%
+31,234
135
$387K 0.21%
1,761
+573
136
$382K 0.2%
3,959
+1,770
137
$378K 0.2%
2,112
-15
138
$377K 0.2%
9,664
-4,182
139
$367K 0.2%
9,730
+1,846
140
$366K 0.2%
+5,949
141
$366K 0.2%
1,266
-190
142
$364K 0.19%
4,997
+177
143
$363K 0.19%
3,685
+2
144
$362K 0.19%
7,098
+1,005
145
$361K 0.19%
2,708
+919
146
$360K 0.19%
8,643
+600
147
$360K 0.19%
1,305
-270
148
$359K 0.19%
3,119
+300
149
$358K 0.19%
2,397
+2
150
$358K 0.19%
3,455
-51
4 5
6
7 8