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
$116M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$725K
2
+$724K
3
+$552K
4
KLIC icon
Kulicke & Soffa
KLIC
+$548K
5
AMZN icon
Amazon
AMZN
+$541K

Top Sells

1
+$928K
2
+$617K
3
+$531K
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$463K
5
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$401K

Sector Composition

1 Technology 9.43%
2 Communication Services 4.74%
3 Healthcare 4.02%
4 Financials 3.52%
5 Consumer Discretionary 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$304K 0.26%
+2,997
152
$300K 0.26%
8,618
+577
153
$298K 0.26%
15,700
154
$298K 0.26%
+5,602
155
$298K 0.26%
4,963
+327
156
$296K 0.26%
5,466
+976
157
$295K 0.25%
+16,668
158
$293K 0.25%
6,331
-158
159
$293K 0.25%
2,600
+339
160
$293K 0.25%
3,791
+817
161
$292K 0.25%
3,931
+257
162
$289K 0.25%
30,512
+2,400
163
$285K 0.25%
1,474
+94
164
$281K 0.24%
1,713
+23
165
$280K 0.24%
15,858
+4,252
166
$279K 0.24%
1,421
+163
167
$278K 0.24%
1,498
-17
168
$277K 0.24%
2,610
-562
169
$275K 0.24%
1,104
-207
170
$272K 0.23%
7,889
+607
171
$272K 0.23%
2,070
+100
172
$266K 0.23%
6,889
+799
173
$263K 0.23%
+12,360
174
$262K 0.23%
+5,217
175
$262K 0.23%
2,828
-211
5 6
7
8 9