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
276
$222K 0.1%
2,040
-260
277
$221K 0.1%
+5,450
278
$221K 0.1%
+5,315
279
$220K 0.1%
1,589
-2,444
280
$219K 0.1%
+1,114
281
$219K 0.1%
2,449
+120
282
$218K 0.1%
1,463
+41
283
$216K 0.1%
1,365
-482
284
$216K 0.1%
8,995
-4,232
285
$215K 0.1%
807
-293
286
$214K 0.1%
+1,416
287
$213K 0.1%
+5,221
288
$213K 0.1%
+2,954
289
$213K 0.1%
+2,318
290
$212K 0.1%
687
-7
291
$212K 0.1%
987
-11
292
$211K 0.1%
4,174
-300
293
$210K 0.1%
+406
294
$210K 0.1%
8,933
+652
295
$209K 0.1%
+4,213
296
$208K 0.1%
3,213
297
$207K 0.1%
+1,194
298
$207K 0.1%
+20,000
299
$207K 0.1%
+1,868
300
$205K 0.1%
+1,597
10 11
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