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
$95.8M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$866K
2
+$575K
3
+$556K
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$511K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$435K

Top Sells

1
+$513K
2
+$509K
3
+$413K
4
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$379K
5
GAL icon
SPDR SSGA Global Allocation ETF
GAL
+$375K

Sector Composition

1 Technology 8.09%
2 Communication Services 4.68%
3 Financials 3.97%
4 Healthcare 3.7%
5 Consumer Staples 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-12,399
202
– –
-10,160
203
– –
-9,133
204
– –
-1,454
205
– –
-11,552
206
– –
-21,171
207
– –
-9,453
208
– –
-3,474
209
– –
-3,184
210
– –
-2,937
211
– –
-1,455
5 6 7 8
9