SG

StoneX Group Portfolio holdings

AUM $2.29B
1-Year Est. Return 18.91%
This Quarter Est. Return
1 Year Est. Return
+18.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.06B
AUM Growth
+$233M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,050
New
Increased
Reduced
Closed

Top Buys

1
+$30M
2
+$16.3M
3
+$8.27M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.75M
5
OBAWU
Oxley Bridge Acquisition Ltd Unit
OBAWU
+$2.93M

Top Sells

1
+$8.23M
2
+$4.76M
3
+$2.79M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$2.33M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$2.31M

Sector Composition

1 Technology 9.7%
2 Financials 4.75%
3 Consumer Discretionary 3.2%
4 Healthcare 2.9%
5 Industrials 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TLT icon
426
iShares 20+ Year Treasury Bond ETF
TLT
$47.8B
$667K 0.03%
7,558
+3,770
XMMO icon
427
Invesco S&P MidCap Momentum ETF
XMMO
$5.86B
$663K 0.03%
5,152
+1,109
TRV icon
428
Travelers Companies
TRV
$64.1B
$662K 0.03%
2,472
-175
BTC
429
Grayscale Bitcoin Mini Trust ETF
BTC
$4.12B
$660K 0.03%
+13,815
BKNG icon
430
Booking.com
BKNG
$163B
$659K 0.03%
114
+16
EFG icon
431
iShares MSCI EAFE Growth ETF
EFG
$11.4B
$659K 0.03%
5,880
-1,940
KTF
432
DWS Municipal Income Trust
KTF
$365M
$656K 0.03%
74,170
+428
SAIC icon
433
Saic
SAIC
$4.08B
$655K 0.03%
5,813
-1,805
SPLV icon
434
Invesco S&P 500 Low Volatility ETF
SPLV
$7.75B
$650K 0.03%
8,928
+1,261
CDL icon
435
VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL
$358M
$649K 0.03%
9,742
+319
MODL icon
436
VictoryShares WestEnd US Sector ETF
MODL
$638M
$646K 0.03%
14,998
+971
KMB icon
437
Kimberly-Clark
KMB
$34.5B
$645K 0.03%
4,985
-522
BSX icon
438
Boston Scientific
BSX
$152B
$635K 0.03%
5,912
+322
SDY icon
439
State Street SPDR S&P Dividend ETF
SDY
$20B
$633K 0.03%
4,667
-1,816
IEUR icon
440
iShares Core MSCI Europe ETF
IEUR
$6.83B
$627K 0.03%
9,475
+801
VCR icon
441
Vanguard Consumer Discretionary ETF
VCR
$6.24B
$623K 0.03%
1,720
-895
LIN icon
442
Linde
LIN
$198B
$616K 0.03%
1,314
+556
XDEC icon
443
FT Vest US Equity Enhance & Moderate Buffer ETF December
XDEC
$189M
$614K 0.03%
15,815
+2,256
VBR icon
444
Vanguard Small-Cap Value ETF
VBR
$30.9B
$613K 0.03%
3,133
+1,351
EQWL icon
445
Invesco S&P 100 Equal Weight ETF
EQWL
$1.82B
$606K 0.03%
5,512
+1,362
HACK icon
446
Amplify Cybersecurity ETF
HACK
$2.31B
$606K 0.03%
7,011
-662
FDVV icon
447
Fidelity High Dividend ETF
FDVV
$6.99B
$600K 0.03%
+11,532
DRLL icon
448
Strive US Energy ETF
DRLL
$268M
$600K 0.03%
22,040
+1,705
UPRO icon
449
ProShares UltraPro S&P 500
UPRO
$4.65B
$595K 0.03%
6,497
+1,345
CL icon
450
Colgate-Palmolive
CL
$62.9B
$592K 0.03%
6,518
-157
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