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
$156M
AUM Growth
+$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$4.48M
3
+$1.39M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$998K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$871K

Top Sells

1
+$928K
2
+$908K
3
+$773K
4
FXH icon
First Trust Health Care AlphaDEX Fund
FXH
+$592K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$532K

Sector Composition

1 Technology 8.53%
2 Communication Services 4.7%
3 Consumer Discretionary 4.09%
4 Financials 3.9%
5 Healthcare 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$284K 0.18%
1,513
-158
177
$282K 0.18%
3,386
+462
178
$277K 0.18%
2,722
-387
179
$276K 0.18%
67,280
+4,720
180
$276K 0.18%
1,934
+2
181
$276K 0.18%
16,852
-700
182
$272K 0.17%
5,233
+7
183
$272K 0.17%
5,650
-684
184
$269K 0.17%
5,101
+226
185
$268K 0.17%
4,876
-2,819
186
$266K 0.17%
9,835
-1,370
187
$264K 0.17%
2,192
-160
188
$264K 0.17%
1,822
+420
189
$264K 0.17%
2,994
+452
190
$263K 0.17%
5,119
-88
191
$261K 0.17%
16,541
-44
192
$258K 0.17%
4,279
-458
193
$256K 0.16%
1,878
+170
194
$256K 0.16%
28,715
+1,800
195
$254K 0.16%
1,910
-2
196
$250K 0.16%
17,835
+15
197
$246K 0.16%
3,276
-1,111
198
$246K 0.16%
9,351
-465
199
$245K 0.16%
1,557
+23
200
$243K 0.16%
11,393
-4,733
6 7
8
9 10