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
$188M
AUM Growth
-$56.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$4.68M
2
+$3.42M
3
+$2.62M
4
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$1.83M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.82M

Top Sells

1
+$1.96M
2
+$1.72M
3
+$1.52M
4
IYT icon
iShares US Transportation ETF
IYT
+$1.43M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.32M

Sector Composition

1 Technology 8.94%
2 Healthcare 4.19%
3 Communication Services 4.01%
4 Consumer Discretionary 3.79%
5 Industrials 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$245K 0.13%
18,637
+112
202
$243K 0.13%
1,818
-94
203
$243K 0.13%
11,181
+3,622
204
$243K 0.13%
2,126
-152
205
$242K 0.13%
+58,500
206
$242K 0.13%
1,000
-711
207
$242K 0.13%
2,056
-125
208
$239K 0.13%
14,287
+1,838
209
$237K 0.13%
2,041
-501
210
$236K 0.13%
4,952
+1,175
211
$233K 0.12%
+2,955
212
$229K 0.12%
1,934
-46
213
$226K 0.12%
11,811
+2,223
214
$225K 0.12%
6,180
-4,770
215
$225K 0.12%
+1,366
216
$222K 0.12%
5,283
-684
217
$222K 0.12%
2,267
-1,913
218
$219K 0.12%
4,152
+326
219
$216K 0.11%
12,282
-6,025
220
$216K 0.11%
10,522
-1,951
221
$215K 0.11%
2,623
+385
222
$215K 0.11%
4,392
-5,767
223
$214K 0.11%
672
+17
224
$213K 0.11%
1,545
+172
225
$208K 0.11%
+13,038
7 8
9
10 11