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
$116M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$725K
2
+$724K
3
+$552K
4
KLIC icon
Kulicke & Soffa
KLIC
+$548K
5
AMZN icon
Amazon
AMZN
+$541K

Top Sells

1
+$928K
2
+$617K
3
+$531K
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$463K
5
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$401K

Sector Composition

1 Technology 9.43%
2 Communication Services 4.74%
3 Healthcare 4.02%
4 Financials 3.52%
5 Consumer Discretionary 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$262K 0.23%
3,156
-87
177
$260K 0.22%
6,602
178
$260K 0.22%
21,510
-25,390
179
$258K 0.22%
3,640
-190
180
$256K 0.22%
5,088
+611
181
$255K 0.22%
5,543
+651
182
$255K 0.22%
+15,089
183
$255K 0.22%
1,166
-127
184
$254K 0.22%
+7,930
185
$254K 0.22%
6,159
-1,452
186
$253K 0.22%
1,917
-70
187
$249K 0.21%
5,800
+112
188
$247K 0.21%
3,451
+314
189
$246K 0.21%
1,104
-75
190
$243K 0.21%
+4,044
191
$242K 0.21%
2,986
-172
192
$237K 0.2%
3,543
-86
193
$237K 0.2%
+16,083
194
$235K 0.2%
+2,828
195
$234K 0.2%
1,925
196
$233K 0.2%
+674
197
$233K 0.2%
25,115
198
$230K 0.2%
3,520
-68
199
$229K 0.2%
3,849
+363
200
$229K 0.2%
1,470
+37
6 7
8
9 10