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
$214M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1
+$2.93M
2
+$1.62M
3
+$1.49M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.18M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$1.11M

Top Sells

1
+$2.47M
2
+$1.97M
3
+$862K
4
RENE
Cartesian Growth Corp II
RENE
+$847K
5
DYCQU
DT Cloud Acquisition Corp Unit
DYCQU
+$834K

Sector Composition

1 Technology 14.72%
2 Healthcare 8.12%
3 Industrials 7.76%
4 Financials 6.54%
5 Consumer Staples 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$246K 0.12%
4,303
-1,122
252
$246K 0.11%
10,070
-3,580
253
$244K 0.11%
+2,443
254
$244K 0.11%
+14,365
255
$244K 0.11%
6,747
+1,435
256
$244K 0.11%
11,583
+72
257
$243K 0.11%
7,138
258
$243K 0.11%
2,695
+244
259
$242K 0.11%
6,500
-83
260
$241K 0.11%
1,836
+10
261
$240K 0.11%
2,135
+5
262
$240K 0.11%
2,419
-136
263
$238K 0.11%
1,969
-292
264
$238K 0.11%
+3,531
265
$238K 0.11%
+2,519
266
$238K 0.11%
2,919
+114
267
$237K 0.11%
945
-304
268
$233K 0.11%
1,536
-352
269
$233K 0.11%
+6,230
270
$231K 0.11%
2,786
271
$231K 0.11%
+1,672
272
$229K 0.11%
+4,339
273
$229K 0.11%
9,569
-159
274
$226K 0.11%
+1,419
275
$223K 0.1%
+502
9 10
11
12 13