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
$537M
AUM Growth
-$73.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
594
New
Increased
Reduced
Closed

Top Buys

1
+$5.51M
2
+$5.5M
3
+$5.11M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.8M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.7M

Top Sells

1
+$13.9M
2
+$7.5M
3
+$6.64M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$4.98M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.89M

Sector Composition

1 Energy 0.95%
2 Financials 0.93%
3 Industrials 0.13%
4 Consumer Discretionary 0.09%
5 Technology 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$424K 0.08%
7,326
+5
177
$422K 0.08%
4,610
+661
178
$416K 0.08%
8,640
-1,139
179
$409K 0.08%
11,440
+16
180
$405K 0.08%
+4,420
181
$399K 0.07%
4,980
-1,322
182
$396K 0.07%
12,054
-703
183
$394K 0.07%
+23,801
184
$394K 0.07%
4,298
-3,101
185
$391K 0.07%
9,344
-200
186
$388K 0.07%
+5,618
187
$374K 0.07%
4,658
-381
188
$374K 0.07%
14,971
+393
189
$371K 0.07%
7,312
-2,184
190
$365K 0.07%
3,752
-80
191
$361K 0.07%
6,792
+535
192
$356K 0.07%
+9,473
193
$356K 0.07%
10,654
-1,100
194
$356K 0.07%
+11,856
195
$355K 0.07%
11,013
+152
196
$347K 0.06%
2,851
-761
197
$345K 0.06%
+10,745
198
$344K 0.06%
5,956
+54
199
$344K 0.06%
853
-598
200
$343K 0.06%
2,936
-1,613
6 7
8
9 10