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
$674M
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
498
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$7.29M
3
+$6.73M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$6.63M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.16M

Top Sells

1
+$25.3M
2
+$5.36M
3
+$3.95M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$3.36M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.69M

Sector Composition

1 Technology 7.36%
2 Healthcare 5.2%
3 Consumer Discretionary 3.22%
4 Industrials 3.18%
5 Financials 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$850K 0.13%
37,311
+564
177
$827K 0.12%
14,430
+744
178
$825K 0.12%
8,550
+846
179
$823K 0.12%
11,354
+521
180
$820K 0.12%
6,406
+2,489
181
$813K 0.12%
1,835
182
$813K 0.12%
8,706
+1,897
183
$810K 0.12%
8,523
+537
184
$791K 0.12%
8,549
+1,142
185
$786K 0.12%
24,489
+9,093
186
$772K 0.11%
7,753
+1,823
187
$768K 0.11%
82,675
+48,025
188
$765K 0.11%
12,720
-2,250
189
$764K 0.11%
10,202
+644
190
$761K 0.11%
1,907
-318
191
$759K 0.11%
14,790
+690
192
$745K 0.11%
18,627
+1,849
193
$737K 0.11%
12,922
+1,096
194
$734K 0.11%
24,583
+1,042
195
$728K 0.11%
+36,467
196
$724K 0.11%
11,016
+375
197
$719K 0.11%
6,839
+2,038
198
$714K 0.11%
18,908
+340
199
$707K 0.1%
12,900
+7,753
200
$690K 0.1%
8,341
+1,795
6 7
8
9 10