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SG

StoneX Group Portfolio holdings

AUM $1.86B
1-Year Est. Return 21.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.3%
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
+$744K
2
+$584K
3
+$530K
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$501K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$427K

Top Sells

1
+$513K
2
+$508K
3
+$407K
4
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$379K
5
GAL icon
State Street 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
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-10,731
202
– –
-1,454
203
– –
-11,552
204
– –
-21,171
205
– –
-9,453
206
– –
-3,474
207
– –
-3,184
208
– –
-1,455
209
– –
-2,937
210
– –
-174
211
– –
-4,037
5 6 7 8
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