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
$311M
AUM Growth
+$47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$5.91M
2
+$2.66M
3
+$1.96M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.87M
5
AAPL icon
Apple
AAPL
+$1.36M

Top Sells

1
+$2.21M
2
+$1.67M
3
+$1.56M
4
IYW icon
iShares US Technology ETF
IYW
+$1.39M
5
PG icon
Procter & Gamble
PG
+$486K

Sector Composition

1 Technology 10.54%
2 Consumer Discretionary 4.75%
3 Healthcare 3.58%
4 Industrials 3.23%
5 Communication Services 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$435K 0.14%
2,327
+5
177
$434K 0.14%
10,836
+5
178
$432K 0.14%
12,592
+2,802
179
$430K 0.14%
4,450
-2,196
180
$429K 0.14%
9,110
+647
181
$428K 0.14%
10,843
-1,266
182
$424K 0.14%
9,803
-377
183
$423K 0.14%
24,339
-1,475
184
$416K 0.13%
7,028
+1,415
185
$415K 0.13%
16,072
-8,450
186
$412K 0.13%
5,160
-1,330
187
$409K 0.13%
12,620
-897
188
$408K 0.13%
9,974
+1,301
189
$407K 0.13%
14,326
-5,652
190
$407K 0.13%
13,924
+1,532
191
$401K 0.13%
2,728
-54
192
$399K 0.13%
16,983
+8,628
193
$398K 0.13%
5,520
+2,050
194
$395K 0.13%
4,221
+591
195
$392K 0.13%
4,954
-128
196
$386K 0.12%
1,591
+296
197
$384K 0.12%
14,817
-102
198
$382K 0.12%
9,757
-170
199
$381K 0.12%
25,859
+8,043
200
$370K 0.12%
30,018
-1,374
6 7
8
9 10