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
LIT icon
676
Global X Lithium & Battery Tech ETF
LIT
$1.42B
$317K 0.01%
5,568
-2,523
FJAN icon
677
FT Vest US Equity Buffer ETF January
FJAN
$1.14B
$316K 0.01%
6,299
+15
SOXL icon
678
Direxion Daily Semiconductor Bull 3X Shares
SOXL
$12.5B
$316K 0.01%
+9,065
TOGA
679
Tremblant Global ETF
TOGA
$198M
$315K 0.01%
+8,845
ACWX icon
680
iShares MSCI ACWI ex US ETF
ACWX
$7.44B
$315K 0.01%
4,839
CLX icon
681
Clorox
CLX
$12.7B
$314K 0.01%
2,543
-5
SPEM icon
682
SPDR Portfolio Emerging Markets ETF
SPEM
$15.4B
$313K 0.01%
6,691
+521
HLN icon
683
Haleon
HLN
$42.4B
$312K 0.01%
+34,823
IWN icon
684
iShares Russell 2000 Value ETF
IWN
$12.2B
$312K 0.01%
1,766
-636
COIN icon
685
Coinbase
COIN
$72.1B
$311K 0.01%
922
-1,048
QMAG
686
FT Vest Nasdaq-100 Moderate Buffer ETF - August
QMAG
$59.9M
$311K 0.01%
+13,400
SMMV icon
687
iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
$297M
$308K 0.01%
7,144
+1,155
TSLY icon
688
YieldMax TSLA Option Income Strategy ETF
TSLY
$1.17B
$307K 0.01%
32,594
+8,260
EZBC icon
689
Franklin Bitcoin ETF
EZBC
$530M
$307K 0.01%
4,635
-14,775
LUNR icon
690
Intuitive Machines
LUNR
$1.43B
$306K 0.01%
+29,110
GD icon
691
General Dynamics
GD
$91.2B
$306K 0.01%
897
-197
CELH icon
692
Celsius Holdings
CELH
$11.3B
$306K 0.01%
+5,314
RIO icon
693
Rio Tinto
RIO
$123B
$304K 0.01%
4,610
-641
NUE icon
694
Nucor
NUE
$37.8B
$303K 0.01%
2,232
-263
SPIB icon
695
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.8B
$303K 0.01%
+8,942
GPIX icon
696
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF
GPIX
$2.36B
$303K 0.01%
+5,800
FTEC icon
697
Fidelity MSCI Information Technology Index ETF
FTEC
$16.7B
$301K 0.01%
1,353
+84
STX icon
698
Seagate
STX
$62.7B
$300K 0.01%
+1,267
KVUE icon
699
Kenvue
KVUE
$33.2B
$298K 0.01%
18,371
-897
ARKQ icon
700
ARK Autonomous Technology & Robotics ETF
ARKQ
$1.63B
$298K 0.01%
2,671
-144
26 27
28
29 30