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
$188M
AUM Growth
-$56.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$4.68M
2
+$3.42M
3
+$2.62M
4
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$1.83M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.82M

Top Sells

1
+$1.96M
2
+$1.72M
3
+$1.52M
4
IYT icon
iShares US Transportation ETF
IYT
+$1.43M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.32M

Sector Composition

1 Technology 8.94%
2 Healthcare 4.19%
3 Communication Services 4.01%
4 Consumer Discretionary 3.79%
5 Industrials 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$313K 0.17%
10,375
-4,160
177
$313K 0.17%
2,737
-4,957
178
$305K 0.16%
12,495
+4,741
179
$302K 0.16%
10,521
+2,883
180
$299K 0.16%
15,668
-2,550
181
$295K 0.16%
1,518
-353
182
$293K 0.16%
5,907
-1,838
183
$291K 0.15%
3,379
+1,220
184
$291K 0.15%
20,688
-11,985
185
$281K 0.15%
2,273
-720
186
$277K 0.15%
+4,879
187
$276K 0.15%
+1,267
188
$275K 0.15%
5,214
-15
189
$272K 0.14%
3,497
-1,063
190
$272K 0.14%
4,895
-3,107
191
$270K 0.14%
+4,434
192
$262K 0.14%
16,593
-529
193
$262K 0.14%
8,760
+30
194
$261K 0.14%
6,209
-94
195
$260K 0.14%
7,609
-967
196
$259K 0.14%
+11,872
197
$256K 0.14%
12,269
-9,244
198
$255K 0.14%
5,462
-3,452
199
$255K 0.14%
2,733
-910
200
$250K 0.13%
+511
6 7
8
9 10