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SG

StoneX Group Portfolio holdings

AUM $1.86B
1-Year Est. Return 21.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.86B
AUM Growth
-$447M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,331
New
Increased
Reduced
Closed

Top Buys

1
+$22M
2
+$17.1M
3
+$12.6M
4
VB icon
Vanguard Small-Cap ETF
VB
+$9.88M
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$8.17M

Top Sells

1
+$23.6M
2
+$18.3M
3
+$14.1M
4
NVDA icon
NVIDIA
NVDA
+$12.9M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$12.9M

Sector Composition

1 Technology 8.11%
2 Financials 4.07%
3 Consumer Discretionary 3.13%
4 Industrials 2.9%
5 Healthcare 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWR icon
26
iShares Russell Mid-Cap ETF
IWR
$54.7B
$10.5M 0.57%
108,019
+4,924
CAT icon
27
Caterpillar
CAT
$420B
$10.4M 0.56%
14,669
-9,596
SDVY icon
28
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$10.9B
$10M 0.54%
254,193
-182,732
SHV icon
29
iShares 0-1 Year Treasury Bond ETF
SHV
$20.7B
$9.95M 0.54%
90,099
+27,611
SPYD icon
30
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.32B
$9.35M 0.5%
205,362
-9,701
AVGO icon
31
Broadcom
AVGO
$1.88T
$9.25M 0.5%
29,871
-16,279
EEM icon
32
iShares MSCI Emerging Markets ETF
EEM
$29.2B
$8.97M 0.48%
157,967
+4,936
VIG icon
33
Vanguard Dividend Appreciation ETF
VIG
$109B
$8.95M 0.48%
41,600
-3,571
VUG icon
34
Vanguard Growth ETF
VUG
$225B
$8.88M 0.48%
122,028
-119,166
ITOT icon
35
iShares Core S&P Total US Stock Market ETF
ITOT
$92.2B
$8.38M 0.45%
58,826
+6,056
IVW icon
36
iShares S&P 500 Growth ETF
IVW
$73.8B
$8.27M 0.44%
73,070
-116,825
XOM icon
37
Exxon Mobil
XOM
$632B
$7.93M 0.43%
46,753
-24,388
XLU icon
38
State Street Utilities Select Sector SPDR ETF
XLU
$22.5B
$7.87M 0.42%
171,505
-406,844
XLI icon
39
State Street Industrial Select Sector SPDR ETF
XLI
$30.6B
$7.43M 0.4%
45,963
+39,585
AGG icon
40
iShares Core US Aggregate Bond ETF
AGG
$136B
$7.43M 0.4%
74,915
+5,338
TSLA icon
41
Tesla
TSLA
$1.51T
$7.29M 0.39%
19,607
-10,362
BND icon
42
Vanguard Total Bond Market
BND
$156B
$7.24M 0.39%
98,317
+77,882
GLD icon
43
SPDR Gold Trust
GLD
$142B
$7.12M 0.38%
16,543
+795
GEV icon
44
GE Vernova
GEV
$254B
$7.07M 0.38%
8,095
-230
SO icon
45
Southern Company
SO
$104B
$7M 0.38%
72,568
-31,296
AME icon
46
Ametek
AME
$52.1B
$7M 0.38%
32,651
+63
XLB icon
47
State Street Materials Select Sector SPDR ETF
XLB
$7.69B
$6.93M 0.37%
+138,604
CVX icon
48
Chevron
CVX
$379B
$6.89M 0.37%
33,309
-13,693
JNJ icon
49
Johnson & Johnson
JNJ
$560B
$6.88M 0.37%
28,142
-18,409
GLW icon
50
Corning
GLW
$165B
$6.81M 0.37%
50,102
-1,134
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