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
$687M
AUM Growth
+$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
678
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$10.7M
3
+$9.93M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$7.07M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.52M

Top Sells

1
+$4.46M
2
+$3.68M
3
+$2.65M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$2.49M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.38M

Sector Composition

1 Healthcare 1.9%
2 Industrials 1.84%
3 Financials 1.61%
4 Energy 1.31%
5 Technology 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$641K 0.09%
26,170
+2,094
177
$632K 0.09%
6,913
+2,493
178
$629K 0.09%
12,170
-9,721
179
$628K 0.09%
7,562
-3,755
180
$620K 0.09%
7,527
+4,198
181
$619K 0.09%
15,456
-2,152
182
$617K 0.09%
5,996
-431
183
$615K 0.09%
11,701
-314
184
$613K 0.09%
+4,022
185
$611K 0.09%
6,588
+2,290
186
$610K 0.09%
28,715
+113
187
$607K 0.09%
11,768
+159
188
$599K 0.09%
+5,457
189
$589K 0.09%
+2,844
190
$587K 0.09%
18,498
+1,522
191
$587K 0.09%
22,473
-2,741
192
$582K 0.08%
+8,168
193
$579K 0.08%
+2,170
194
$577K 0.08%
41,576
+2,220
195
$577K 0.08%
12,356
-50,876
196
$575K 0.08%
26,163
-6,565
197
$573K 0.08%
32,187
+4,052
198
$572K 0.08%
14,687
+1,083
199
$569K 0.08%
+56,515
200
$568K 0.08%
+2,026
6 7
8
9 10