SG

StoneX Group Portfolio holdings

AUM $2.3B
1-Year Est. Return 19.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.06B
AUM Growth
+$233M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,050
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$15.9M
3
+$7.46M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.4M
5
OBAWU
Oxley Bridge Acquisition Ltd Unit
OBAWU
+$2.93M

Top Sells

1
+$8.17M
2
+$4.76M
3
+$2.79M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$2.33M
5
GXC icon
State Street SPDR S&P China ETF
GXC
+$2.28M

Sector Composition

1 Technology 9.73%
2 Financials 4.75%
3 Consumer Discretionary 3.2%
4 Healthcare 2.9%
5 Industrials 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.79M 0.09%
2,271
-222
202
$1.78M 0.09%
16,857
+7,242
203
$1.77M 0.09%
39,538
+3,535
204
$1.76M 0.09%
8,068
-2,078
205
$1.75M 0.08%
20,931
-6,380
206
$1.75M 0.08%
35,586
-20,666
207
$1.74M 0.08%
19,117
-1,172
208
$1.74M 0.08%
27,195
-654
209
$1.72M 0.08%
95,022
+518
210
$1.72M 0.08%
34,715
-6,147
211
$1.71M 0.08%
+169,900
212
$1.7M 0.08%
12,270
+599
213
$1.69M 0.08%
36,812
-14,837
214
$1.69M 0.08%
38,905
-973
215
$1.68M 0.08%
49,135
+1,715
216
$1.66M 0.08%
12,343
-1,714
217
$1.66M 0.08%
38,330
+10,995
218
$1.62M 0.08%
+137,378
219
$1.62M 0.08%
+159,063
220
$1.62M 0.08%
3,983
-21
221
$1.6M 0.08%
+160,000
222
$1.58M 0.08%
7,977
+1,840
223
$1.58M 0.08%
62,201
+19,281
224
$1.57M 0.08%
6,313
-845
225
$1.56M 0.08%
3,066
+858
7 8
9
10 11