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
$674M
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
498
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$7.29M
3
+$6.73M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$6.63M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.16M

Top Sells

1
+$25.3M
2
+$5.36M
3
+$3.95M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$3.36M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.69M

Sector Composition

1 Technology 7.36%
2 Healthcare 5.2%
3 Consumer Discretionary 3.22%
4 Industrials 3.18%
5 Financials 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$989K 0.15%
9,941
+1,609
152
$989K 0.15%
15,686
+996
153
$988K 0.15%
9,685
-868
154
$987K 0.15%
6,688
-172
155
$969K 0.14%
32,736
+1,760
156
$966K 0.14%
3,956
-45
157
$964K 0.14%
4,024
-74
158
$952K 0.14%
20,131
+387
159
$950K 0.14%
17,174
+64
160
$945K 0.14%
4,090
+211
161
$940K 0.14%
4,847
+25
162
$934K 0.14%
11,910
+339
163
$929K 0.14%
17,075
+4,661
164
$924K 0.14%
20,317
+6,418
165
$920K 0.14%
6,957
+52
166
$899K 0.13%
+18,438
167
$897K 0.13%
11,874
-1,875
168
$894K 0.13%
30,763
+1,839
169
$888K 0.13%
12,989
+8,138
170
$877K 0.13%
10,232
+2,564
171
$866K 0.13%
3,704
+232
172
$857K 0.13%
10,869
-332
173
$854K 0.13%
15,220
+2,785
174
$852K 0.13%
20,664
-598
175
$850K 0.13%
2,247
+228
5 6
7
8 9