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
$188M
AUM Growth
-$56.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$4.68M
2
+$3.42M
3
+$2.62M
4
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$1.83M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.82M

Top Sells

1
+$1.96M
2
+$1.72M
3
+$1.52M
4
IYT icon
iShares US Transportation ETF
IYT
+$1.43M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.32M

Sector Composition

1 Technology 8.94%
2 Healthcare 4.19%
3 Communication Services 4.01%
4 Consumer Discretionary 3.79%
5 Industrials 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.23M 4.37%
31,840
+10,149
2
$6.19M 3.28%
72,487
+54,796
3
$5.07M 2.69%
79,796
-12,260
4
$4.35M 2.31%
44,620
+2,620
5
$3.89M 2.07%
135,195
+63,290
6
$3.62M 1.92%
51,164
+48,308
7
$3.45M 1.83%
14,575
+4,360
8
$3.32M 1.76%
59,125
+17,158
9
$3.27M 1.74%
28,353
-4,164
10
$2.97M 1.58%
69,148
+27,968
11
$2.84M 1.51%
31,931
-653
12
$2.84M 1.51%
18,097
+4,470
13
$2.78M 1.47%
38,538
+1,647
14
$2.62M 1.39%
44,292
-8,156
15
$2.5M 1.33%
24,154
-436
16
$2.2M 1.17%
13,927
+2,156
17
$2.18M 1.16%
16,907
+221
18
$1.95M 1.03%
38,988
-19,304
19
$1.83M 0.97%
+40,490
20
$1.72M 0.92%
13,091
-6,671
21
$1.68M 0.89%
60,645
-1,910
22
$1.6M 0.85%
29,712
-5,113
23
$1.59M 0.84%
72,150
+2,346
24
$1.54M 0.82%
13,612
+6,865
25
$1.51M 0.8%
5,821
-791
1
2 3 4 5