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
$2.29B
AUM Growth
+$237M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,081
New
Increased
Reduced
Closed

Top Buys

1
+$21.8M
2
+$21.8M
3
+$8.98M
4
ORLA
Orla Mining
ORLA
+$7.35M
5
SHV icon
iShares Trust iShares 0-1 Year Treasury Bond ETF
SHV
+$6.62M

Top Sells

1
+$30M
2
+$5.63M
3
+$3.9M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.89M
5
ETHE
Grayscale Ethereum Trust ETF
ETHE
+$3.71M

Sector Composition

1 Technology 9.89%
2 Financials 4.9%
3 Communication Services 3.52%
4 Consumer Discretionary 3.25%
5 Industrials 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PANW icon
526
Palo Alto Networks
PANW
$130B
$508K 0.02%
2,496
+1,064
HCMA
527
HCM III Acquisition Corp
HCMA
$340M
$505K 0.02%
+50,000
VTEB icon
528
Vanguard Tax-Exempt Bond Index Fund
VTEB
$41.8B
$504K 0.02%
10,068
-502
BDJ icon
529
BlackRock Enhanced Equity Dividend Trust
BDJ
$1.66B
$502K 0.02%
55,085
-3,373
PSTG icon
530
Pure Storage
PSTG
$23B
$501K 0.02%
5,978
-10,786
CRAQ
531
Cal Redwood Acquisition Corp
CRAQ
$317M
$500K 0.02%
50,000
-64
QTEC icon
532
First Trust NASDAQ-100 Technology Index Fund
QTEC
$2.92B
$500K 0.02%
2,177
-6,719
BACC
533
Blue Acquisition Corp
BACC
$286M
$500K 0.02%
+50,000
HSBC icon
534
HSBC
HSBC
$258B
$499K 0.02%
+7,036
BFK icon
535
BlackRock Municipal Income Trust
BFK
$433M
$497K 0.02%
49,356
+20,001
DPZ icon
536
Domino's
DPZ
$14.8B
$497K 0.02%
1,152
-13
PRU icon
537
Prudential Financial
PRU
$41.2B
$497K 0.02%
4,790
-216
CL icon
538
Colgate-Palmolive
CL
$64B
$496K 0.02%
6,210
-308
UTG icon
539
Reaves Utility Income Fund
UTG
$3.3B
$495K 0.02%
12,498
+34
VOOG icon
540
Vanguard S&P 500 Growth ETF
VOOG
$21.4B
$495K 0.02%
1,137
-21
SCHF icon
541
Schwab International Equity ETF
SCHF
$53.2B
$494K 0.02%
21,221
+1,817
B
542
Barrick Mining
B
$73.1B
$493K 0.02%
15,037
+2,010
VCIC
543
Vine Hill Capital Investment Corp
VCIC
$314M
$491K 0.02%
+45,887
BSMQ icon
544
Invesco BulletShares 2026 Municipal Bond ETF
BSMQ
$302M
$488K 0.02%
20,673
-1,551
HELO icon
545
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$3.54B
$486K 0.02%
7,479
-10
IBDT icon
546
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.34B
$486K 0.02%
19,038
+2,497
BSSX icon
547
Invesco BulletShares 2033 Municipal Bond ETF
BSSX
$103M
$485K 0.02%
19,001
-881
BSMR icon
548
Invesco BulletShares 2027 Municipal Bond ETF
BSMR
$296M
$485K 0.02%
20,496
-1,603
EQIX icon
549
Equinix
EQIX
$74.8B
$484K 0.02%
618
+209
BUFQ icon
550
FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ
$1.11B
$483K 0.02%
+13,875
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