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
$245M
AUM Growth
+$85.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$4.56M
2
+$3.68M
3
+$2.74M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.55M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.11M

Top Sells

1
+$971K
2
+$561K
3
+$482K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$355K
5
CDL icon
VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL
+$321K

Sector Composition

1 Technology 7.49%
2 Industrials 3.88%
3 Healthcare 3.88%
4 Financials 3.63%
5 Communication Services 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$403K 0.16%
13,891
177
$401K 0.16%
12,700
-1,540
178
$399K 0.16%
+20,848
179
$398K 0.16%
2,012
-39
180
$397K 0.16%
1,871
-33
181
$395K 0.16%
32,450
182
$393K 0.16%
7,131
+476
183
$392K 0.16%
12,255
+360
184
$391K 0.16%
7,745
-148
185
$390K 0.16%
10,088
+637
186
$385K 0.16%
8,576
+641
187
$383K 0.16%
2,993
+72
188
$375K 0.15%
2,542
+108
189
$373K 0.15%
2,083
-74
190
$370K 0.15%
+7,423
191
$369K 0.15%
2,225
+724
192
$363K 0.15%
12,473
-1,069
193
$343K 0.14%
+19,029
194
$343K 0.14%
+1,789
195
$339K 0.14%
1,785
-451
196
$338K 0.14%
1,912
+150
197
$336K 0.14%
2,278
+726
198
$335K 0.14%
3,957
-1,950
199
$332K 0.14%
5,967
+780
200
$331K 0.14%
2,859
-3,063
6 7
8
9 10