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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
$214M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$1.52M
3
+$1.5M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.14M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$1.1M

Top Sells

1
+$2.47M
2
+$1.97M
3
+$856K
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
476
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-4,295
477
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-9,664
478
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479
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-6,981
480
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-319
481
– –
-10,367
482
– –
-4,459
483
– –
-8,960
484
– –
-173,054
485
– –
-13,899
486
– –
-13,321
487
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-16,075
488
– –
-16,961
489
– –
-2,584
490
– –
-235
16 17 18 19
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