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
$311M
AUM Growth
+$47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$5.91M
2
+$2.66M
3
+$1.96M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.87M
5
AAPL icon
Apple
AAPL
+$1.36M

Top Sells

1
+$2.21M
2
+$1.67M
3
+$1.56M
4
IYW icon
iShares US Technology ETF
IYW
+$1.39M
5
PG icon
Procter & Gamble
PG
+$486K

Sector Composition

1 Technology 10.54%
2 Consumer Discretionary 4.75%
3 Healthcare 3.58%
4 Industrials 3.23%
5 Communication Services 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$498K 0.16%
12,306
-5,945
152
$496K 0.16%
2,351
-105
153
$495K 0.16%
9,946
+16
154
$491K 0.16%
4,508
+796
155
$490K 0.16%
6,213
-100
156
$485K 0.16%
13,947
+4,225
157
$484K 0.16%
20,099
-1,006
158
$476K 0.15%
31,600
+300
159
$473K 0.15%
34,178
-506
160
$470K 0.15%
5,674
+1,423
161
$468K 0.15%
8,754
+2,562
162
$468K 0.15%
7,366
163
$467K 0.15%
10,100
+1,429
164
$465K 0.15%
10,272
-36,876
165
$461K 0.15%
2,604
-318
166
$460K 0.15%
10,822
+1,231
167
$460K 0.15%
3,909
168
$455K 0.15%
13,685
-402
169
$454K 0.15%
7,810
-788
170
$449K 0.14%
5,836
-486
171
$447K 0.14%
9,581
-184
172
$447K 0.14%
12,414
+199
173
$446K 0.14%
+5,375
174
$445K 0.14%
8,432
+79
175
$436K 0.14%
22,513
+2,133
5 6
7
8 9