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
$537M
AUM Growth
-$73.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
594
New
Increased
Reduced
Closed

Top Buys

1
+$5.51M
2
+$5.5M
3
+$5.11M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.8M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.7M

Top Sells

1
+$13.9M
2
+$7.5M
3
+$6.64M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$4.98M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.89M

Sector Composition

1 Energy 0.95%
2 Financials 0.93%
3 Industrials 0.13%
4 Consumer Discretionary 0.09%
5 Technology 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$335K 0.06%
1,494
-514
202
$332K 0.06%
2,333
-52,620
203
$331K 0.06%
3,961
+74
204
$331K 0.06%
17,877
-6,035
205
$331K 0.06%
1,073
-122
206
$325K 0.06%
3,918
-8,016
207
$323K 0.06%
8,575
-2,450
208
$315K 0.06%
+7,151
209
$311K 0.06%
7,233
-621
210
$309K 0.06%
8,405
-3,664
211
$308K 0.06%
25,246
+1,371
212
$307K 0.06%
3,017
+128
213
$305K 0.06%
6,773
-945
214
$305K 0.06%
+30,271
215
$300K 0.06%
6,096
-6,607
216
$299K 0.06%
1,419
-664
217
$297K 0.06%
12,882
-11,662
218
$289K 0.05%
18,807
-3,379
219
$286K 0.05%
6,384
-3,916
220
$283K 0.05%
2,700
-1,882
221
$281K 0.05%
9,392
-281
222
$280K 0.05%
6,761
-980
223
$279K 0.05%
7,138
-598
224
$278K 0.05%
3,411
-1,874
225
$272K 0.05%
10,130
-33
7 8
9
10 11