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
$131M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$669K
3
+$605K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$508K
5
MGC icon
Vanguard Mega Cap 300 Index ETF
MGC
+$494K

Top Sells

1
+$1.78M
2
+$794K
3
+$761K
4
PSCH icon
Invesco S&P SmallCap Health Care ETF
PSCH
+$588K
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$496K

Sector Composition

1 Technology 9.06%
2 Communication Services 4.87%
3 Financials 4.39%
4 Consumer Discretionary 3.94%
5 Healthcare 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.36M 2.56%
70,808
-1,924
2
$2.89M 2.2%
32,420
+3,100
3
$2.11M 1.61%
7,422
+1,218
4
$1.99M 1.51%
46,084
+1,580
5
$1.96M 1.49%
17,822
+4,612
6
$1.94M 1.47%
18,539
+3,803
7
$1.9M 1.45%
7,318
+506
8
$1.81M 1.38%
24,472
+5,980
9
$1.73M 1.32%
47,311
+4,808
10
$1.7M 1.29%
+54,929
11
$1.7M 1.29%
36,263
-354
12
$1.54M 1.17%
14,103
+6,134
13
$1.43M 1.09%
49,038
+2,743
14
$1.36M 1.04%
8,463
+2,854
15
$1.34M 1.02%
23,243
+1,971
16
$1.31M 1%
12,557
-417
17
$1.3M 0.99%
38,636
+3,557
18
$1.3M 0.99%
3,638
+104
19
$1.28M 0.98%
28,781
-211
20
$1.23M 0.94%
24,535
+3,035
21
$1.21M 0.92%
11,945
+1,125
22
$1.21M 0.92%
15,676
+5,339
23
$1.17M 0.89%
12,734
+1,218
24
$1.16M 0.88%
29,352
+662
25
$1.16M 0.88%
21,156
+732
1
2 3 4 5