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
351
$2.6K ﹤0.01%
86,788
-9,500
352
$2.47K ﹤0.01%
27,419
-29,112
353
$2.3K ﹤0.01%
+27
354
$2.29K ﹤0.01%
+8
355
$2.25K ﹤0.01%
75,000
+55,578
356
$2.22K ﹤0.01%
+453
357
$2.14K ﹤0.01%
184,426
-20,574
358
$2K ﹤0.01%
20,000
-5,100
359
$1.85K ﹤0.01%
+15,000
360
$1.85K ﹤0.01%
+181,000
361
$1.83K ﹤0.01%
+30,676
362
$1.79K ﹤0.01%
+25,200
363
$1.78K ﹤0.01%
+22,205
364
$1.63K ﹤0.01%
+10
365
$1.6K ﹤0.01%
+210
366
$1.5K ﹤0.01%
30,000
+20,000
367
$1.37K ﹤0.01%
90,000
-46,699
368
$1.15K ﹤0.01%
112,829
+102,829
369
$1K ﹤0.01%
+25,000
370
$854 ﹤0.01%
+11,876
371
$840 ﹤0.01%
+1
372
$733 ﹤0.01%
28,300
-182,860
373
$369 ﹤0.01%
+10,529
374
$335 ﹤0.01%
18,591
-83,209
375
$218 ﹤0.01%
+15,000
13 14
15
16 17