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
276
$275K 0.06%
8,051
+1,274
277
$274K 0.06%
+810
278
$273K 0.06%
+1,798
279
$272K 0.06%
7,565
-2,192
280
$272K 0.06%
5,585
+392
281
$271K 0.06%
15,009
-9,330
282
$270K 0.06%
4,689
+100
283
$270K 0.06%
1,173
284
$270K 0.06%
7,172
-37
285
$269K 0.06%
3,063
+64
286
$268K 0.06%
+3,825
287
$267K 0.06%
8,168
+1,242
288
$265K 0.06%
+3,490
289
$264K 0.06%
+4,865
290
$263K 0.06%
8,254
-5,569
291
$262K 0.06%
1,233
-63
292
$261K 0.06%
1,172
+142
293
$261K 0.06%
3,809
+5
294
$261K 0.06%
+6,480
295
$261K 0.06%
+9,648
296
$257K 0.06%
2,841
-1,526
297
$256K 0.06%
3,221
-106
298
$255K 0.06%
+5,740
299
$253K 0.06%
+1,918
300
$253K 0.06%
9,660
10 11
12
13 14