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
$187M
AUM Growth
+$6.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1
+$2.37M
2
+$1.63M
3
+$1.52M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.04M
5
SPKL
Spark I Acquisition Corp
SPKL
+$762K

Top Sells

1
+$6.97M
2
+$1.56M
3
+$1.05M
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$933K
5
IBM icon
IBM
IBM
+$872K

Sector Composition

1 Technology 10.46%
2 Financials 8.15%
3 Industrials 7.71%
4 Healthcare 7.47%
5 Consumer Discretionary 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$278K 0.15%
6,861
-1,224
202
$274K 0.15%
6,445
-553
203
$273K 0.15%
+1,257
204
$272K 0.15%
3,262
+226
205
$272K 0.15%
+4,452
206
$271K 0.14%
4,498
-812
207
$271K 0.14%
+25,000
208
$270K 0.14%
+6,900
209
$268K 0.14%
+14,480
210
$267K 0.14%
+7,197
211
$267K 0.14%
+1,535
212
$266K 0.14%
3,342
-30
213
$265K 0.14%
6,981
214
$265K 0.14%
1,213
-1
215
$264K 0.14%
2,255
+46
216
$264K 0.14%
8,043
-73
217
$261K 0.14%
25,100
+1,749
218
$260K 0.14%
9,155
+1,368
219
$260K 0.14%
+1,393
220
$260K 0.14%
+6,880
221
$259K 0.14%
3,361
+312
222
$259K 0.14%
1,889
-22
223
$258K 0.14%
7,728
+1,115
224
$257K 0.14%
1,641
-523
225
$257K 0.14%
+544
7 8
9
10 11