SG
StoneX Group Portfolio holdings
AUM
$2.06B
This Quarter Return
+7.07%
1 Year Return
+18.44%
3 Year Return
+64.6%
5 Year Return
+109.51%
10 Year Return
–
AUM
$245M
AUM Growth
+$245M
(+53%)
Cap. Flow
+$74.6M
Cap. Flow
% of AUM
30.41%
Top 10 Holdings %
Top 10 Hldgs %
17.49%
Holding
320
New
65
Increased
157
Reduced
69
Closed
15
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$4.56M |
| 2 |
Ametek
AME
|
$3.68M |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
$2.74M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$2.55M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$2.11M |
Top Sells
Sector Composition
| 1 | Technology | 7.49% |
| 2 | Industrials | 3.88% |
| 3 | Healthcare | 3.88% |
| 4 | Financials | 3.63% |
| 5 | Communication Services | 3.56% |
