SG
StoneX Group Portfolio holdings
AUM
$2.06B
1-Year Return
18.44%
This Quarter Return
+1.46%
1 Year Return
+18.44%
3 Year Return
+64.6%
5 Year Return
+109.51%
10 Year Return
–
AUM
$214M
AUM Growth
+$20.2M
(+10%)
Cap. Flow
+$18.6M
Cap. Flow
% of AUM
8.71%
Top 10 Holdings %
Top 10 Hldgs %
24.7%
Holding
490
New
118
Increased
152
Reduced
98
Closed
113
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
$2.93M |
| 2 |
SAP
SAP
|
$1.62M |
| 3 |
IBM
IBM
|
$1.49M |
| 4 |
iShares ESG Aware MSCI USA ETF
ESGU
|
$1.18M |
| 5 |
Vanguard Small-Cap Growth ETF
VBK
|
$1.11M |
Top Sells
| 1 |
SBXC
SilverBox Corp III
SBXC
|
$2.47M |
| 2 |
SPDR Gold Trust
GLD
|
$1.97M |
| 3 |
First Trust Capital Strength ETF
FTCS
|
$862K |
| 4 |
RENE
Cartesian Growth Corp II
RENE
|
$847K |
| 5 |
DYCQU
DT Cloud Acquisition Corporation 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% |
