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
26
$1.44M 0.67%
5,510
-1,488
27
$1.42M 0.66%
7,170
+185
28
$1.41M 0.66%
80,970
+2,296
29
$1.4M 0.66%
7,684
-741
30
$1.37M 0.64%
6,421
-2,157
31
$1.35M 0.63%
2,440
+448
32
$1.27M 0.59%
1,881
+391
33
$1.25M 0.59%
6,409
+1,024
34
$1.24M 0.58%
4,460
-78
35
$1.22M 0.57%
2,195
+514
36
$1.19M 0.55%
998
-103
37
$1.18M 0.55%
+9,907
38
$1.17M 0.55%
978
+35
39
$1.13M 0.53%
3,024
-598
40
$1.11M 0.52%
3,849
+556
41
$1.11M 0.52%
+4,414
42
$1.1M 0.51%
8,658
+2,470
43
$1.06M 0.5%
+9,641
44
$1M 0.47%
9,406
-207
45
$994K 0.46%
3,975
+513
46
$981K 0.46%
5,794
+318
47
$979K 0.46%
+9,895
48
$946K 0.44%
3,602
+16
49
$921K 0.43%
9,198
+729
50
$897K 0.42%
5,253
+540
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2
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