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
$135M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$701K
3
+$422K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$410K
5
CFO icon
VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
+$344K

Top Sells

1
+$704K
2
+$595K
3
+$306K
4
HCRF
iShares Edge MSCI Multifactor Healthcare ETF
HCRF
+$305K
5
PFI icon
Invesco Dorsey Wright Financial Momentum ETF
PFI
+$300K

Sector Composition

1 Technology 10.27%
2 Communication Services 4.84%
3 Consumer Discretionary 3.83%
4 Healthcare 3.82%
5 Financials 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$277K 0.21%
14,599
-1,101
177
$276K 0.2%
2,077
+160
178
$276K 0.2%
+2,749
179
$274K 0.2%
2,476
-124
180
$274K 0.2%
2,087
+17
181
$268K 0.2%
3,056
+228
182
$267K 0.2%
2,109
+184
183
$265K 0.2%
+6,555
184
$265K 0.2%
+9,078
185
$264K 0.2%
1,622
+152
186
$263K 0.2%
5,186
+98
187
$263K 0.2%
3,148
+162
188
$262K 0.19%
3,654
+111
189
$262K 0.19%
5,649
+106
190
$259K 0.19%
17,479
+6,700
191
$253K 0.19%
2,909
-247
192
$252K 0.19%
3,147
-801
193
$250K 0.19%
3,568
+1
194
$246K 0.18%
2,793
195
$245K 0.18%
5,558
-242
196
$244K 0.18%
+2,002
197
$242K 0.18%
3,918
+69
198
$241K 0.18%
16,148
+65
199
$241K 0.18%
+3,994
200
$235K 0.17%
+1,627
6 7
8
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