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
$245M
AUM Growth
+$85.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$4.56M
2
+$3.68M
3
+$2.74M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.55M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.11M

Top Sells

1
+$971K
2
+$561K
3
+$482K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$355K
5
CDL icon
VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL
+$321K

Sector Composition

1 Technology 7.49%
2 Industrials 3.88%
3 Healthcare 3.88%
4 Financials 3.63%
5 Communication Services 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.01M 2.86%
21,691
+14,114
2
$6.76M 2.76%
92,056
+8,804
3
$3.9M 1.59%
32,584
+9,498
4
$3.88M 1.58%
42,000
+3,000
5
$3.8M 1.55%
58,292
+42,041
6
$3.68M 1.5%
+36,891
7
$3.65M 1.49%
32,517
+7,587
8
$3.52M 1.44%
19,762
+10,077
9
$3.52M 1.43%
41,967
+24,976
10
$3.15M 1.29%
52,448
+11,515
11
$3.06M 1.25%
24,590
+3,701
12
$3.02M 1.23%
10,215
+8,608
13
$2.96M 1.21%
71,905
+51,315
14
$2.73M 1.11%
16,686
+4,664
15
$2.55M 1.04%
53,165
+41,981
16
$2.48M 1.01%
13,627
+7,099
17
$2.35M 0.96%
48,544
+3,588
18
$2.35M 0.96%
45,269
+20,658
19
$2.29M 0.93%
34,825
+11,003
20
$2.25M 0.92%
62,555
+33,719
21
$2.21M 0.9%
15,874
+1,163
22
$2.15M 0.88%
32,338
+25,272
23
$2.15M 0.87%
16,486
+9,270
24
$2.14M 0.87%
6,612
+1,400
25
$2.07M 0.85%
+36,631
1
2 3 4 5