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
$455M
AUM Growth
+$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$39.1M
2
+$11.6M
3
+$8.19M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$6.93M
5
VB icon
Vanguard Small-Cap ETF
VB
+$4.13M

Top Sells

1
+$953K
2
+$937K
3
+$670K
4
FNOV icon
FT Vest US Equity Buffer ETF November
FNOV
+$613K
5
SE icon
Sea Limited
SE
+$572K

Sector Composition

1 Technology 8.65%
2 Consumer Discretionary 4.32%
3 Healthcare 2.99%
4 Industrials 2.9%
5 Communication Services 2.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$390K 0.09%
+6,638
227
$388K 0.09%
1,861
+499
228
$387K 0.09%
4,431
+210
229
$382K 0.08%
27,947
-2,071
230
$379K 0.08%
4,718
+106
231
$378K 0.08%
2,396
-840
232
$377K 0.08%
4,397
-763
233
$373K 0.08%
8,897
+3,125
234
$367K 0.08%
+4,228
235
$364K 0.08%
1,020
-18
236
$363K 0.08%
+915
237
$362K 0.08%
5,340
238
$360K 0.08%
17,190
+323
239
$359K 0.08%
14,220
+1,061
240
$359K 0.08%
7,104
-246
241
$354K 0.08%
+3,863
242
$353K 0.08%
7,583
+1,600
243
$353K 0.08%
3,302
+406
244
$353K 0.08%
2,029
+123
245
$352K 0.08%
6,228
+542
246
$349K 0.08%
698
+50
247
$349K 0.08%
10,535
+3,100
248
$345K 0.08%
3,930
+347
249
$341K 0.08%
731
+141
250
$334K 0.07%
+6,243
8 9
10
11 12