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
BSMU icon
551
Invesco BulletShares 2030 Municipal Bond ETF
BSMU
$211M
$483K 0.02%
22,028
-1,727
MNST icon
552
Monster Beverage
MNST
$73.1B
$483K 0.02%
7,171
+272
NXPI icon
553
NXP Semiconductors
NXPI
$58.3B
$482K 0.02%
2,109
+216
OTIS icon
554
Otis Worldwide
OTIS
$34.5B
$482K 0.02%
5,273
-5,085
TGT icon
555
Target
TGT
$44.2B
$481K 0.02%
5,364
-13,459
HYG icon
556
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$19.6B
$478K 0.02%
+5,887
QQQH
557
NEOS Nasdaq-100 Hedged Equity Income ETF
QQQH
$349M
$478K 0.02%
8,778
-361
GILD icon
558
Gilead Sciences
GILD
$149B
$477K 0.02%
4,300
+192
BSMV icon
559
Invesco BulletShares 2031 Municipal Bond ETF
BSMV
$146M
$477K 0.02%
22,693
-1,851
KEY icon
560
KeyCorp
KEY
$22.4B
$473K 0.02%
25,325
-111,554
MU icon
561
Micron Technology
MU
$267B
$472K 0.02%
2,821
+304
BSMW icon
562
Invesco BulletShares 2032 Municipal Bond ETF
BSMW
$141M
$472K 0.02%
18,891
-1,526
VBIL
563
Vanguard 0-3 Month Treasury Bill ETF
VBIL
$4.2B
$467K 0.02%
+6,174
SHOP icon
564
Shopify
SHOP
$208B
$465K 0.02%
3,132
+66
NLY icon
565
Annaly Capital Management
NLY
$15.3B
$465K 0.02%
+22,259
ATO icon
566
Atmos Energy
ATO
$27.6B
$464K 0.02%
2,716
-40
LC icon
567
LendingClub
LC
$2.2B
$456K 0.02%
+30,000
SPSB icon
568
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.4B
$452K 0.02%
14,930
-97
NUKZ icon
569
Range Nuclear Renaissance Index ETF
NUKZ
$744M
$452K 0.02%
+6,952
IIIN icon
570
Insteel Industries
IIIN
$637M
$451K 0.02%
11,772
-3,080
CRWV
571
CoreWeave Inc
CRWV
$36.1B
$451K 0.02%
+3,294
IBDQ icon
572
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$2.34B
$451K 0.02%
17,893
+1,757
VST icon
573
Vistra
VST
$57B
$451K 0.02%
2,300
+405
VYMI icon
574
Vanguard International High Dividend Yield ETF
VYMI
$14.2B
$449K 0.02%
5,302
-108
IHI icon
575
iShares US Medical Devices ETF
IHI
$4.19B
$449K 0.02%
7,470
-311
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