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
$95.8M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$866K
2
+$575K
3
+$556K
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$511K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$435K

Top Sells

1
+$513K
2
+$509K
3
+$413K
4
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$379K
5
GAL icon
SPDR SSGA Global Allocation ETF
GAL
+$375K

Sector Composition

1 Technology 8.09%
2 Communication Services 4.68%
3 Financials 3.97%
4 Healthcare 3.7%
5 Consumer Staples 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$267K 0.28%
+4,701
152
$266K 0.28%
4,050
+210
153
$264K 0.28%
2,212
+491
154
$264K 0.28%
+7,605
155
$262K 0.27%
+13,000
156
$260K 0.27%
+2,539
157
$257K 0.27%
2,042
158
$257K 0.27%
+5,107
159
$250K 0.26%
+3,354
160
$250K 0.26%
7,116
+1,190
161
$249K 0.26%
1,327
+239
162
$248K 0.26%
+4,085
163
$248K 0.26%
+11,879
164
$246K 0.26%
1,616
-67
165
$245K 0.26%
+3,359
166
$245K 0.26%
6,293
-36
167
$239K 0.25%
1,925
-16
168
$238K 0.25%
+8,518
169
$237K 0.25%
+3,829
170
$236K 0.25%
+1,971
171
$236K 0.25%
+3,985
172
$235K 0.25%
+1,262
173
$235K 0.25%
+4,582
174
$229K 0.24%
6,658
-204
175
$229K 0.24%
25,115
+2,700
5 6
7
8 9