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
$105M
AUM Growth
+$8.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$751K
2
+$670K
3
+$662K
4
EEHB
POWERSHARES S&P EMERGING MARKETS HIGH BETA PORTFOLIO
EEHB
+$617K
5
DISH
DISH Network Corp.
DISH
+$521K

Top Sells

1
+$901K
2
+$602K
3
+$585K
4
META icon
Meta Platforms (Facebook)
META
+$469K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$414K

Sector Composition

1 Technology 7.81%
2 Communication Services 4.56%
3 Healthcare 3.95%
4 Financials 3.94%
5 Consumer Staples 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$277K 0.27%
+3,039
152
$276K 0.26%
9,910
+1,091
153
$269K 0.26%
1,179
154
$269K 0.26%
2,317
-222
155
$268K 0.26%
3,243
-2,288
156
$267K 0.26%
1,415
+153
157
$262K 0.25%
4,415
-797
158
$260K 0.25%
202
-100
159
$260K 0.25%
8,766
+405
160
$257K 0.25%
1,690
+74
161
$256K 0.25%
5,224
+117
162
$256K 0.25%
2,261
+369
163
$255K 0.24%
+3,674
164
$254K 0.24%
1,970
165
$254K 0.24%
4,490
-211
166
$252K 0.24%
+28,112
167
$251K 0.24%
+742
168
$250K 0.24%
+2,805
169
$247K 0.24%
19,860
-14,920
170
$246K 0.24%
3,867
+38
171
$245K 0.23%
3,629
+275
172
$245K 0.23%
4,892
+310
173
$245K 0.23%
7,282
+624
174
$244K 0.23%
3,158
+416
175
$242K 0.23%
1,987
-55
5 6
7
8 9