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
$156M
AUM Growth
+$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$4.48M
3
+$1.39M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$998K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$871K

Top Sells

1
+$928K
2
+$908K
3
+$773K
4
FXH icon
First Trust Health Care AlphaDEX Fund
FXH
+$592K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$532K

Sector Composition

1 Technology 8.53%
2 Communication Services 4.7%
3 Consumer Discretionary 4.09%
4 Financials 3.9%
5 Healthcare 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$243K 0.16%
2,104
-92
202
$242K 0.16%
+1,386
203
$240K 0.15%
3,397
-447
204
$239K 0.15%
5,720
-634
205
$238K 0.15%
5,690
-24
206
$237K 0.15%
7,908
-7,050
207
$234K 0.15%
+2,733
208
$232K 0.15%
+3,311
209
$232K 0.15%
+3,151
210
$229K 0.15%
22,353
+1,898
211
$228K 0.15%
4,976
-391
212
$227K 0.15%
+3,500
213
$225K 0.14%
3,406
+149
214
$224K 0.14%
8,342
-154
215
$219K 0.14%
1,348
+1
216
$218K 0.14%
+1,274
217
$217K 0.14%
+8,598
218
$216K 0.14%
2,089
-378
219
$215K 0.14%
+8,550
220
$214K 0.14%
3,964
+35
221
$214K 0.14%
+7,328
222
$214K 0.14%
2,606
-318
223
$212K 0.14%
1,127
-320
224
$208K 0.13%
1,194
-274
225
$207K 0.13%
+4,304
7 8
9
10 11