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
$160M
AUM Growth
+$4.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$878K
3
+$501K
4
AAPL icon
Apple
AAPL
+$500K
5
CDL icon
VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL
+$498K

Top Sells

1
+$5.03M
2
+$3.32M
3
+$1.23M
4
FBMS
The First Bancshares, Inc.
FBMS
+$713K
5
CIZ
VictoryShares Developed Enhanced Volatility Wtd ETF
CIZ
+$683K

Sector Composition

1 Technology 8.8%
2 Financials 4.93%
3 Communication Services 4.59%
4 Consumer Discretionary 4.19%
5 Healthcare 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$218K 0.14%
16,317
-535
227
$216K 0.13%
+5,315
228
$214K 0.13%
4,407
-712
229
$214K 0.13%
+1,539
230
$214K 0.13%
+6,429
231
$213K 0.13%
1,552
-270
232
$212K 0.13%
+3,446
233
$211K 0.13%
+5,566
234
$211K 0.13%
+5,630
235
$211K 0.13%
+11,443
236
$211K 0.13%
+14,700
237
$210K 0.13%
+8,499
238
$209K 0.13%
+1,911
239
$206K 0.13%
+15,200
240
$205K 0.13%
+9,446
241
$203K 0.13%
+7,417
242
$203K 0.13%
8,332
-1,019
243
$203K 0.13%
+4,531
244
$202K 0.13%
+3,601
245
$172K 0.11%
12,665
-5,170
246
$160K 0.1%
+12,500
247
$154K 0.1%
+12,931
248
$132K 0.08%
2,970
-557
249
$105K 0.07%
10,600
250
$60K 0.04%
113
+7
7 8 9
10
11