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
$557M
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$9M
3
+$8.8M
4
MUFG icon
Mitsubishi UFJ Financial
MUFG
+$5.36M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.18M

Top Sells

1
+$16.3M
2
+$923K
3
+$774K
4
MDIV icon
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund
MDIV
+$612K
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$606K

Sector Composition

1 Technology 7.06%
2 Consumer Discretionary 3.59%
3 Financials 3.07%
4 Healthcare 2.98%
5 Industrials 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$556K 0.1%
6,178
-640
202
$556K 0.1%
3,310
+767
203
$547K 0.1%
+5,362
204
$546K 0.1%
126,650
+13,500
205
$540K 0.1%
6,546
+147
206
$537K 0.1%
35,769
+2,744
207
$534K 0.1%
4,457
-34
208
$531K 0.1%
+10,400
209
$530K 0.1%
31,813
+3,866
210
$528K 0.09%
+12,698
211
$517K 0.09%
19,758
-6,867
212
$516K 0.09%
54,935
-697
213
$515K 0.09%
10,085
+337
214
$515K 0.09%
8,733
-391
215
$515K 0.09%
+20,000
216
$507K 0.09%
2,267
-59
217
$499K 0.09%
+9,382
218
$496K 0.09%
657
+80
219
$496K 0.09%
11,119
+968
220
$495K 0.09%
15,396
+162
221
$492K 0.09%
3,917
+237
222
$492K 0.09%
4,801
+573
223
$491K 0.09%
14,928
-5,084
224
$487K 0.09%
+10,879
225
$486K 0.09%
14,950
+1,927
7 8
9
10 11