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
$245M
AUM Growth
+$85.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$4.56M
2
+$3.68M
3
+$2.74M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.55M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.11M

Top Sells

1
+$971K
2
+$561K
3
+$482K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$355K
5
CDL icon
VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL
+$321K

Sector Composition

1 Technology 7.49%
2 Industrials 3.88%
3 Healthcare 3.88%
4 Financials 3.63%
5 Communication Services 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$480K 0.2%
+10,805
152
$480K 0.2%
+10,950
153
$476K 0.19%
14,211
+2,386
154
$473K 0.19%
32,677
+93
155
$469K 0.19%
8,914
-1,561
156
$458K 0.19%
27,289
-12,108
157
$453K 0.18%
5,257
+649
158
$445K 0.18%
38,352
+10,792
159
$444K 0.18%
22,155
+3,807
160
$443K 0.18%
5,510
+50
161
$442K 0.18%
15,097
+411
162
$441K 0.18%
10,480
-1,427
163
$432K 0.18%
4,560
+93
164
$432K 0.18%
7,801
-1,563
165
$426K 0.17%
3,643
+484
166
$426K 0.17%
1,937
+58
167
$422K 0.17%
14,535
+3,212
168
$420K 0.17%
9,350
+612
169
$418K 0.17%
19,729
+4,871
170
$417K 0.17%
20,770
+9,059
171
$414K 0.17%
2,318
+932
172
$411K 0.17%
3,802
+276
173
$411K 0.17%
7,638
+1,486
174
$406K 0.17%
+12,271
175
$405K 0.17%
6,242
+1,785
5 6
7
8 9