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
$687M
AUM Growth
+$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
678
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$10.7M
3
+$9.93M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$7.07M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.52M

Top Sells

1
+$4.46M
2
+$3.68M
3
+$2.65M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$2.49M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.38M

Sector Composition

1 Healthcare 1.9%
2 Industrials 1.84%
3 Financials 1.61%
4 Energy 1.31%
5 Technology 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$47.3M 6.89%
123,134
+27,907
2
$47.1M 6.85%
133,949
+2,956
3
$37.7M 5.48%
248,255
+6,489
4
$32.9M 4.78%
405,057
+43,349
5
$20M 2.91%
160,508
+8,171
6
$18.5M 2.7%
274,599
+181,837
7
$17.4M 2.54%
94,965
+3,299
8
$17.2M 2.5%
288,865
+39,082
9
$14.4M 2.09%
132,987
+6,347
10
$13.5M 1.97%
279,380
+7,125
11
$13.4M 1.95%
98,737
+2,556
12
$12.1M 1.77%
185,067
+151,269
13
$11.1M 1.62%
117,431
+11,151
14
$10.5M 1.53%
276,646
+186,439
15
$8.91M 1.3%
521,401
+20,840
16
$8.47M 1.23%
112,949
-201
17
$8.44M 1.23%
211,495
-21,641
18
$7.06M 1.03%
33,139
+3,974
19
$6.87M 1%
35,926
+1,809
20
$6.64M 0.97%
34,679
+998
21
$6.54M 0.95%
436,759
+24,458
22
$6.42M 0.93%
266,134
-3,054
23
$5.59M 0.81%
143,521
-10,089
24
$5.54M 0.81%
126,233
+4,060
25
$5.28M 0.77%
50,630
+2,151
1
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