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
$537M
AUM Growth
-$73.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
594
New
Increased
Reduced
Closed

Top Buys

1
+$5.51M
2
+$5.5M
3
+$5.11M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.8M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.7M

Top Sells

1
+$13.9M
2
+$7.5M
3
+$6.64M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$4.98M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.89M

Sector Composition

1 Energy 0.95%
2 Financials 0.93%
3 Industrials 0.13%
4 Consumer Discretionary 0.09%
5 Technology 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$558K 0.1%
+5,071
152
$549K 0.1%
39,356
+1,040
153
$538K 0.1%
11,609
+66
154
$536K 0.1%
17,281
-5,499
155
$521K 0.1%
23,523
-1,935
156
$521K 0.1%
10,005
-2,220
157
$521K 0.1%
20,099
+3,643
158
$503K 0.09%
16,976
159
$501K 0.09%
11,518
-6,736
160
$497K 0.09%
8,725
-3,903
161
$496K 0.09%
13,604
-1,742
162
$493K 0.09%
2,490
-432
163
$489K 0.09%
6,119
-1,614
164
$486K 0.09%
+16,555
165
$483K 0.09%
28,135
-290
166
$481K 0.09%
13,151
+856
167
$467K 0.09%
10,765
+103
168
$456K 0.08%
9,992
-1,487
169
$453K 0.08%
18,233
+1,224
170
$449K 0.08%
4,673
+147
171
$444K 0.08%
15,983
+978
172
$439K 0.08%
17,709
+6,988
173
$434K 0.08%
17,973
-888
174
$430K 0.08%
4,481
-1,192
175
$429K 0.08%
+1,400
5 6
7
8 9