SG
StoneX Group Portfolio holdings
AUM
$2.06B
1-Year Return
18.44%
This Quarter Return
+3.56%
1 Year Return
+18.44%
3 Year Return
+64.6%
5 Year Return
+109.51%
10 Year Return
–
AUM
$116M
AUM Growth
+$11.6M
(+11%)
Cap. Flow
+$8.89M
Cap. Flow
% of AUM
7.66%
Top 10 Holdings %
Top 10 Hldgs %
15.64%
Holding
234
New
25
Increased
121
Reduced
66
Closed
14
Top Buys
| 1 |
Box
BOX
|
$725K |
| 2 |
Invesco S&P SmallCap Health Care ETF
PSCH
|
$724K |
| 3 |
Invesco S&P Emerging Markets Momentum ETF
EEMO
|
$552K |
| 4 |
Kulicke & Soffa
KLIC
|
$548K |
| 5 |
Amazon
AMZN
|
$541K |
Top Sells
Sector Composition
| 1 | Technology | 9.43% |
| 2 | Communication Services | 4.74% |
| 3 | Healthcare | 4.02% |
| 4 | Financials | 3.52% |
| 5 | Consumer Discretionary | 3.31% |
