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
251
$332K 0.07%
17,150
+2,050
252
$332K 0.07%
+1,278
253
$332K 0.07%
21,930
+5,838
254
$327K 0.07%
29,250
+15,250
255
$327K 0.07%
6,540
-36
256
$322K 0.07%
+3,580
257
$321K 0.07%
6,791
+60
258
$320K 0.07%
1,225
-96
259
$317K 0.07%
2,870
260
$315K 0.07%
4,084
+796
261
$311K 0.07%
2,643
+230
262
$306K 0.07%
1,854
263
$306K 0.07%
1,862
+141
264
$295K 0.06%
+2,334
265
$293K 0.06%
1,299
-292
266
$291K 0.06%
3,069
-1,885
267
$288K 0.06%
+2,025
268
$286K 0.06%
+3,570
269
$285K 0.06%
4,605
+1,110
270
$283K 0.06%
5,250
-350
271
$283K 0.06%
4,818
+525
272
$282K 0.06%
+7,714
273
$282K 0.06%
+2,608
274
$279K 0.06%
13,607
+372
275
$276K 0.06%
4,576
-10
9 10
11
12 13