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
$188M
AUM Growth
-$56.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$4.68M
2
+$3.42M
3
+$2.62M
4
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$1.83M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.82M

Top Sells

1
+$1.96M
2
+$1.72M
3
+$1.52M
4
IYT icon
iShares US Transportation ETF
IYT
+$1.43M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.32M

Sector Composition

1 Technology 8.94%
2 Healthcare 4.19%
3 Communication Services 4.01%
4 Consumer Discretionary 3.79%
5 Industrials 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$379K 0.2%
26,989
-300
152
$373K 0.2%
20,723
-1,798
153
$373K 0.2%
+17,986
154
$371K 0.2%
28,300
-4,150
155
$362K 0.19%
11,096
+616
156
$361K 0.19%
24,474
+2,319
157
$361K 0.19%
+2,154
158
$360K 0.19%
13,870
-12,247
159
$358K 0.19%
21,199
+429
160
$357K 0.19%
+7,483
161
$355K 0.19%
2,926
-1,359
162
$354K 0.19%
30,177
-79,226
163
$353K 0.19%
14,880
+2,180
164
$352K 0.19%
18,430
+9,279
165
$348K 0.18%
10,050
+700
166
$345K 0.18%
14,965
-132
167
$341K 0.18%
2,517
+434
168
$337K 0.18%
6,179
+1,805
169
$334K 0.18%
9,973
-832
170
$334K 0.18%
10,009
-15,385
171
$331K 0.18%
+2,480
172
$331K 0.18%
2,319
+1
173
$325K 0.17%
2,939
+166
174
$322K 0.17%
3,251
+679
175
$321K 0.17%
2,447
+510
5 6
7
8 9