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
$156M
AUM Growth
+$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$4.48M
3
+$1.39M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$998K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$871K

Top Sells

1
+$928K
2
+$908K
3
+$773K
4
FXH icon
First Trust Health Care AlphaDEX Fund
FXH
+$592K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$532K

Sector Composition

1 Technology 8.53%
2 Communication Services 4.7%
3 Consumer Discretionary 4.09%
4 Financials 3.9%
5 Healthcare 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$324K 0.21%
11,150
-520
152
$324K 0.21%
2,165
-485
153
$318K 0.2%
1,175
+4
154
$314K 0.2%
1,854
+489
155
$314K 0.2%
1,857
+283
156
$313K 0.2%
+4,118
157
$313K 0.2%
10,735
+1,075
158
$310K 0.2%
8,039
+380
159
$308K 0.2%
3,829
-1,346
160
$307K 0.2%
5,212
+1,340
161
$304K 0.2%
11,890
+833
162
$304K 0.2%
2,553
+247
163
$300K 0.19%
+1,729
164
$298K 0.19%
3,377
-23
165
$294K 0.19%
5,833
-1,236
166
$293K 0.19%
3,331
-4
167
$293K 0.19%
5,430
-298
168
$292K 0.19%
6,686
+4
169
$290K 0.19%
4,710
-304
170
$288K 0.19%
3,702
-1,039
171
$287K 0.18%
27,552
-2,360
172
$287K 0.18%
1,254
173
$286K 0.18%
13,191
-250
174
$285K 0.18%
5,657
-131
175
$284K 0.18%
4,127
-681
5 6
7
8 9