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
$135M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$701K
3
+$422K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$410K
5
CFO icon
VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
+$344K

Top Sells

1
+$704K
2
+$595K
3
+$306K
4
HCRF
iShares Edge MSCI Multifactor Healthcare ETF
HCRF
+$305K
5
PFI icon
Invesco Dorsey Wright Financial Momentum ETF
PFI
+$300K

Sector Composition

1 Technology 10.27%
2 Communication Services 4.84%
3 Consumer Discretionary 3.83%
4 Healthcare 3.82%
5 Financials 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$329K 0.24%
+13,478
152
$323K 0.24%
5,789
153
$322K 0.24%
5,552
-565
154
$321K 0.24%
2,746
+136
155
$320K 0.24%
7,665
-224
156
$319K 0.24%
4,963
157
$317K 0.24%
1,881
+168
158
$313K 0.23%
30,512
159
$312K 0.23%
5,782
+316
160
$310K 0.23%
5,143
-586
161
$308K 0.23%
19,541
+34
162
$307K 0.23%
3,022
+25
163
$305K 0.23%
1,371
-50
164
$297K 0.22%
31,050
+1,125
165
$297K 0.22%
1,114
+10
166
$292K 0.22%
3,786
+146
167
$291K 0.22%
16,401
+543
168
$290K 0.22%
+11,770
169
$290K 0.22%
+1,899
170
$288K 0.21%
1,254
+150
171
$288K 0.21%
5,422
-180
172
$286K 0.21%
8,591
-358
173
$285K 0.21%
2,913
+85
174
$285K 0.21%
6,542
+211
175
$281K 0.21%
+1,871
5 6
7
8 9