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
251
$36K 0.02%
23,225
-1,350
252
$28K 0.02%
879
253
– –
-3,455
254
– –
-3,829
255
– –
-16,565
256
– –
-11,241
257
– –
-2,598
258
– –
-1,127
259
– –
-2,165
260
– –
-2,270
261
– –
-8,342
262
– –
-1,513
263
– –
-3,397
264
– –
-17,595
265
– –
-3,276
266
– –
-6,452
267
– –
-3,964
268
– –
-5,690
269
– –
-5,650
270
– –
-8,550
271
– –
-4,127
272
– –
-21,289
7 8 9 10
11