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
$131M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$669K
3
+$605K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$508K
5
MGC icon
Vanguard Mega Cap 300 Index ETF
MGC
+$494K

Top Sells

1
+$1.78M
2
+$794K
3
+$761K
4
PSCH icon
Invesco S&P SmallCap Health Care ETF
PSCH
+$588K
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$496K

Sector Composition

1 Technology 9.06%
2 Communication Services 4.87%
3 Financials 4.39%
4 Consumer Discretionary 3.94%
5 Healthcare 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$273K 0.21%
9,660
+1,040
177
$272K 0.21%
1,358
+1
178
$271K 0.21%
5,226
-120
179
$268K 0.2%
+4,737
180
$267K 0.2%
1,468
-178
181
$266K 0.2%
3,101
+342
182
$264K 0.2%
1,254
183
$263K 0.2%
+1,574
184
$263K 0.2%
2,306
+25
185
$261K 0.2%
6,354
-2,934
186
$256K 0.19%
17,820
-1,495
187
$253K 0.19%
4,875
-1,431
188
$251K 0.19%
5,207
+21
189
$250K 0.19%
11,253
-2,670
190
$249K 0.19%
1,365
-200
191
$248K 0.19%
+11,057
192
$248K 0.19%
+1,306
193
$248K 0.19%
2,196
-611
194
$248K 0.19%
+1,912
195
$244K 0.19%
+1,402
196
$237K 0.18%
16,585
+1,067
197
$237K 0.18%
+2,924
198
$236K 0.18%
+2,924
199
$235K 0.18%
5,714
+65
200
$235K 0.18%
1,534
-37
6 7
8
9 10