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
$455M
AUM Growth
+$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$39.1M
2
+$11.6M
3
+$8.19M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$6.93M
5
VB icon
Vanguard Small-Cap ETF
VB
+$4.13M

Top Sells

1
+$953K
2
+$937K
3
+$670K
4
FNOV icon
FT Vest US Equity Buffer ETF November
FNOV
+$613K
5
SE icon
Sea Limited
SE
+$572K

Sector Composition

1 Technology 8.65%
2 Consumer Discretionary 4.32%
3 Healthcare 2.99%
4 Industrials 2.9%
5 Communication Services 2.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.81M 0.62%
23,975
+6,278
27
$2.78M 0.61%
9,069
+917
28
$2.64M 0.58%
13,449
+8,704
29
$2.59M 0.57%
27,871
+11,682
30
$2.51M 0.55%
11,542
+308
31
$2.39M 0.53%
17,917
+1,160
32
$2.19M 0.48%
45,441
+3,789
33
$2.17M 0.48%
13,795
+1,136
34
$2.03M 0.45%
196,807
-10,433
35
$1.96M 0.43%
15,459
+364
36
$1.92M 0.42%
8,178
+1,740
37
$1.92M 0.42%
30,128
-2,420
38
$1.87M 0.41%
8,813
-1,886
39
$1.82M 0.4%
3,367
-64
40
$1.78M 0.39%
26,248
-3,609
41
$1.78M 0.39%
18,718
-271
42
$1.77M 0.39%
6,679
+688
43
$1.77M 0.39%
135,840
+5,560
44
$1.72M 0.38%
27,701
+1,792
45
$1.72M 0.38%
16,001
+741
46
$1.54M 0.34%
6,636
+1,822
47
$1.53M 0.34%
8,475
-181
48
$1.53M 0.34%
+3,650
49
$1.53M 0.34%
11,013
+1,009
50
$1.48M 0.33%
25,217
+3,475
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