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SG

StoneX Group Portfolio holdings

AUM $1.86B
1-Year Est. Return 21.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$674M
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
498
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$7.15M
3
+$6.64M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$6.57M
5
CRUZ
Defiance Hotel, Airline, and Cruise ETF
CRUZ
+$4.07M

Top Sells

1
+$25.3M
2
+$5.36M
3
+$3.95M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$3.18M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$1.65M

Sector Composition

1 Technology 7.38%
2 Healthcare 5.2%
3 Consumer Discretionary 3.22%
4 Industrials 3.18%
5 Financials 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$685K 0.1%
15,166
+5,571
202
$676K 0.1%
12,451
+224
203
$665K 0.1%
10,516
+577
204
$658K 0.1%
13,221
+3,471
205
$656K 0.1%
16,043
+322
206
$651K 0.1%
13,441
+1,305
207
$649K 0.1%
34,686
+503
208
$648K 0.1%
6,148
+786
209
$643K 0.1%
14,714
+2,016
210
$642K 0.1%
23,179
+5,511
211
$641K 0.1%
9,448
-728
212
$641K 0.1%
45,700
-4,250
213
$639K 0.09%
18,809
+798
214
$635K 0.09%
+23,818
215
$634K 0.09%
11,194
+56
216
$632K 0.09%
41,229
+5,460
217
$630K 0.09%
+15,050
218
$630K 0.09%
4,741
+23
219
$628K 0.09%
17,000
220
$623K 0.09%
6,313
+392
221
$621K 0.09%
3,750
-75
222
$621K 0.09%
34,052
+2,239
223
$616K 0.09%
2,526
-24
224
$612K 0.09%
11,312
+1,227
225
$611K 0.09%
6,087
-91
7 8
9
10 11