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
$187M
AUM Growth
+$6.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1
+$2.37M
2
+$1.63M
3
+$1.52M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.04M
5
SPKL
Spark I Acquisition Corp
SPKL
+$762K

Top Sells

1
+$6.97M
2
+$1.56M
3
+$1.05M
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$933K
5
IBM icon
IBM
IBM
+$872K

Sector Composition

1 Technology 10.46%
2 Financials 8.15%
3 Industrials 7.71%
4 Healthcare 7.47%
5 Consumer Discretionary 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$304K 0.16%
2,404
-71
177
$304K 0.16%
1,122
+5
178
$302K 0.16%
+2,272
179
$299K 0.16%
4,815
180
$298K 0.16%
3,111
+507
181
$298K 0.16%
477
-80
182
$297K 0.16%
15,816
+1,047
183
$297K 0.16%
3,225
+451
184
$297K 0.16%
+9,972
185
$296K 0.16%
1,909
+96
186
$296K 0.16%
6,890
+165
187
$296K 0.16%
2,224
-9
188
$296K 0.16%
7,886
189
$295K 0.16%
2,250
+165
190
$292K 0.16%
7,339
-542
191
$287K 0.15%
1,679
-112
192
$286K 0.15%
4,674
-358
193
$286K 0.15%
2,102
-154
194
$285K 0.15%
+5,196
195
$285K 0.15%
2,060
+6
196
$283K 0.15%
5,520
-300
197
$282K 0.15%
5,589
+168
198
$281K 0.15%
+5,177
199
$281K 0.15%
5,050
-1,280
200
$279K 0.15%
3,753
+280
6 7
8
9 10