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
301
$205K 0.1%
5,366
302
$205K 0.1%
+1,433
303
$204K 0.1%
+695
304
$204K 0.1%
7,294
-567
305
$201K 0.09%
2,025
-657
306
$201K 0.09%
2,451
-252
307
$201K 0.09%
+7,700
308
$201K 0.09%
4,841
-905
309
$160K 0.07%
+13,937
310
$159K 0.07%
+12,606
311
$136K 0.06%
20,638
+9,754
312
$107K 0.05%
+14,371
313
$82.7K 0.04%
11,284
-3,549
314
$46.8K 0.02%
+15,801
315
$46.1K 0.02%
+10,354
316
$35.4K 0.02%
+182
317
$30.2K 0.01%
+1,158
318
$24.8K 0.01%
+823
319
$19.2K 0.01%
+15,603
320
$16.5K 0.01%
+14,433
321
$15.9K 0.01%
+24
322
$15K 0.01%
+12,130
323
$14.8K 0.01%
+10,440
324
$10.5K ﹤0.01%
+104,900
325
$9.43K ﹤0.01%
+727
11 12
13
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