SG

StoneX Group Portfolio holdings

AUM $2.29B
1-Year Est. Return 18.91%
This Quarter Est. Return
1 Year Est. Return
+18.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$537M
AUM Growth
-$73.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
594
New
Increased
Reduced
Closed

Top Buys

1
+$5.51M
2
+$5.5M
3
+$5.11M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.8M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.7M

Top Sells

1
+$13.9M
2
+$7.5M
3
+$6.64M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$4.98M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.89M

Sector Composition

1 Energy 0.95%
2 Financials 0.93%
3 Industrials 0.13%
4 Consumer Discretionary 0.09%
5 Technology 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$43.2M 8.04%
130,993
+7,306
2
$34.2M 6.35%
95,227
+15,346
3
$33.1M 6.16%
241,766
+19,746
4
$29.4M 5.47%
361,708
+25,791
5
$18.1M 3.37%
152,337
+10,511
6
$15.7M 2.91%
91,666
+8,040
7
$14.8M 2.76%
249,783
+22,253
8
$12M 2.24%
126,640
+5,639
9
$11.9M 2.22%
272,255
+2,640
10
$11.6M 2.17%
96,181
+495
11
$9.27M 1.72%
106,280
-735
12
$8.34M 1.55%
233,136
-8,899
13
$7.81M 1.45%
500,561
+18,562
14
$7.52M 1.4%
113,150
+2,136
15
$6.41M 1.19%
269,188
+71,662
16
$6.24M 1.16%
29,165
+1,977
17
$6.12M 1.14%
34,117
-1,349
18
$5.95M 1.11%
412,301
+47,817
19
$5.89M 1.1%
153,610
+61,692
20
$5.84M 1.09%
46,535
-29,563
21
$5.82M 1.08%
33,681
+898
22
$5.77M 1.07%
92,762
+88,669
23
$5.3M 0.99%
30,358
-10,438
24
$5.11M 0.95%
+83,207
25
$4.98M 0.93%
48,479
+3,973
1
2 3 4 5