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
$687M
AUM Growth
+$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
678
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$10.7M
3
+$9.93M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$7.07M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.52M

Top Sells

1
+$4.46M
2
+$3.68M
3
+$2.65M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$2.49M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.38M

Sector Composition

1 Healthcare 1.9%
2 Industrials 1.84%
3 Financials 1.61%
4 Energy 1.31%
5 Technology 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$751K 0.11%
12,188
-979
152
$745K 0.11%
+1,394
153
$736K 0.11%
22,338
+5,057
154
$733K 0.11%
+1,330
155
$725K 0.11%
+1,686
156
$725K 0.11%
19,827
+9,082
157
$721K 0.11%
27,905
-6,829
158
$703K 0.1%
+6,681
159
$701K 0.1%
24,312
+6,603
160
$695K 0.1%
+980
161
$694K 0.1%
18,516
+282
162
$692K 0.1%
31,455
+1,290
163
$690K 0.1%
8,240
-1,204
164
$687K 0.1%
20,516
+422
165
$682K 0.1%
+5,140
166
$680K 0.1%
9,041
-1,107
167
$675K 0.1%
+3,162
168
$672K 0.1%
20,876
-3,644
169
$669K 0.1%
13,145
+39
170
$669K 0.1%
22,340
-687
171
$667K 0.1%
17,543
+4,392
172
$656K 0.1%
11,393
-185
173
$653K 0.1%
+9,074
174
$651K 0.09%
+4,363
175
$647K 0.09%
+7,533
5 6
7
8 9