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
$187M
AUM Growth
+$6.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1
+$2.37M
2
+$1.63M
3
+$1.52M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.04M
5
SPKL
Spark I Acquisition Corp
SPKL
+$762K

Top Sells

1
+$6.97M
2
+$1.56M
3
+$1.05M
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$933K
5
IBM icon
IBM
IBM
+$872K

Sector Composition

1 Technology 10.46%
2 Financials 8.15%
3 Industrials 7.71%
4 Healthcare 7.47%
5 Consumer Discretionary 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$357K 0.19%
9,772
+600
152
$356K 0.19%
3,063
-670
153
$355K 0.19%
1,895
-26
154
$350K 0.19%
6,562
-30
155
$349K 0.19%
6,713
156
$349K 0.19%
+15,000
157
$346K 0.18%
6,863
-10,842
158
$344K 0.18%
5,585
+160
159
$343K 0.18%
11,070
+819
160
$343K 0.18%
4,881
-2,419
161
$341K 0.18%
6,416
+474
162
$340K 0.18%
9,469
+1,270
163
$337K 0.18%
+4,373
164
$335K 0.18%
716
-106
165
$333K 0.18%
1,110
-244
166
$328K 0.18%
+5,598
167
$326K 0.17%
2,697
+432
168
$324K 0.17%
13,048
+3,984
169
$322K 0.17%
+3,258
170
$320K 0.17%
11,441
+1,568
171
$320K 0.17%
8,447
-964
172
$313K 0.17%
1,357
+14
173
$311K 0.17%
+765
174
$309K 0.16%
1,565
-140
175
$307K 0.16%
16,818
-4,586
5 6
7
8 9