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
$245M
AUM Growth
+$85.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$4.56M
2
+$3.68M
3
+$2.74M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.55M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.11M

Top Sells

1
+$971K
2
+$561K
3
+$482K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$355K
5
CDL icon
VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL
+$321K

Sector Composition

1 Technology 7.49%
2 Industrials 3.88%
3 Healthcare 3.88%
4 Financials 3.63%
5 Communication Services 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$324K 0.13%
1,792
-185
202
$323K 0.13%
8,822
+674
203
$321K 0.13%
3,457
+754
204
$314K 0.13%
6,474
-416
205
$312K 0.13%
5,699
+491
206
$309K 0.13%
3,273
207
$308K 0.13%
6,303
+188
208
$305K 0.12%
+6,730
209
$305K 0.12%
5,657
210
$305K 0.12%
+8,730
211
$302K 0.12%
5,200
+900
212
$301K 0.12%
5,229
-10
213
$300K 0.12%
+2,773
214
$293K 0.12%
7,754
+2,188
215
$293K 0.12%
+1,980
216
$288K 0.12%
3,777
+192
217
$288K 0.12%
2,238
+208
218
$286K 0.12%
30,804
+398
219
$284K 0.12%
9,634
+2,096
220
$284K 0.12%
4,845
-98
221
$283K 0.12%
1,898
222
$279K 0.11%
+3,849
223
$279K 0.11%
6,655
+1,671
224
$279K 0.11%
+21,774
225
$278K 0.11%
18,525
+2,440
7 8
9
10 11