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
$311M
AUM Growth
+$47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$5.91M
2
+$2.66M
3
+$1.96M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.87M
5
AAPL icon
Apple
AAPL
+$1.36M

Top Sells

1
+$2.21M
2
+$1.67M
3
+$1.56M
4
IYW icon
iShares US Technology ETF
IYW
+$1.39M
5
PG icon
Procter & Gamble
PG
+$486K

Sector Composition

1 Technology 10.54%
2 Consumer Discretionary 4.75%
3 Healthcare 3.58%
4 Industrials 3.23%
5 Communication Services 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$369K 0.12%
14,717
+4,527
202
$366K 0.12%
3,958
-622
203
$361K 0.12%
8,310
-460
204
$360K 0.12%
4,006
+1,210
205
$360K 0.12%
16,986
+1,569
206
$354K 0.11%
10,371
-7,924
207
$351K 0.11%
9,305
-4,741
208
$351K 0.11%
1,038
+103
209
$350K 0.11%
+6,098
210
$347K 0.11%
2,588
+107
211
$344K 0.11%
2,091
+243
212
$343K 0.11%
3,821
-139
213
$341K 0.11%
5,318
+57
214
$338K 0.11%
+16,615
215
$335K 0.11%
3,035
+256
216
$329K 0.11%
+189,900
217
$326K 0.1%
579
+74
218
$324K 0.1%
+8,160
219
$324K 0.1%
7,352
-337
220
$321K 0.1%
16,867
+4,169
221
$320K 0.1%
10,687
-978
222
$319K 0.1%
1,914
-249
223
$318K 0.1%
648
-12
224
$318K 0.1%
2,870
-900
225
$316K 0.1%
17,710
+6,830
7 8
9
10 11