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
$687M
AUM Growth
+$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
678
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$10.7M
3
+$9.93M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$7.07M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.52M

Top Sells

1
+$4.46M
2
+$3.68M
3
+$2.65M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$2.49M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.38M

Sector Composition

1 Healthcare 1.9%
2 Industrials 1.84%
3 Financials 1.61%
4 Energy 1.31%
5 Technology 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$561K 0.08%
+5,656
202
$558K 0.08%
22,140
-1,383
203
$554K 0.08%
+5,686
204
$552K 0.08%
+2,300
205
$551K 0.08%
8,669
-56
206
$551K 0.08%
6,121
+2
207
$541K 0.08%
+9,502
208
$534K 0.08%
4,876
-195
209
$530K 0.08%
+6,240
210
$529K 0.08%
8,878
-1,127
211
$528K 0.08%
+10,718
212
$527K 0.08%
+3,192
213
$527K 0.08%
4,625
-2,803
214
$519K 0.08%
+8,442
215
$519K 0.08%
3,908
-19,918
216
$519K 0.08%
10,903
-204
217
$517K 0.08%
+7,262
218
$515K 0.08%
+4,718
219
$513K 0.07%
+4,385
220
$511K 0.07%
11,596
+831
221
$510K 0.07%
4,563
-47
222
$503K 0.07%
+5,302
223
$501K 0.07%
11,415
-103
224
$497K 0.07%
12,832
-1,774
225
$491K 0.07%
+4,898
7 8
9
10 11