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
$160M
AUM Growth
+$4.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$878K
3
+$501K
4
AAPL icon
Apple
AAPL
+$500K
5
CDL icon
VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL
+$498K

Top Sells

1
+$5.03M
2
+$3.32M
3
+$1.23M
4
FBMS
The First Bancshares, Inc.
FBMS
+$713K
5
CIZ
VictoryShares Developed Enhanced Volatility Wtd ETF
CIZ
+$683K

Sector Composition

1 Technology 8.8%
2 Financials 4.93%
3 Communication Services 4.59%
4 Consumer Discretionary 4.19%
5 Healthcare 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$934K 0.58%
616
+85
52
$914K 0.57%
14,801
+7,826
53
$884K 0.55%
9,392
+1,258
54
$880K 0.55%
4,942
+619
55
$860K 0.54%
7,216
+1,861
56
$844K 0.53%
21,330
+3,528
57
$843K 0.53%
6,472
+830
58
$828K 0.52%
20,082
+204
59
$822K 0.51%
4,249
+613
60
$804K 0.5%
10,623
+547
61
$801K 0.5%
25,226
+14,860
62
$796K 0.5%
20,590
+490
63
$796K 0.5%
10,249
-2,174
64
$789K 0.49%
13,658
+559
65
$788K 0.49%
8,738
+775
66
$787K 0.49%
2,939
-1,294
67
$774K 0.48%
24,242
+1,553
68
$726K 0.45%
12,546
-467
69
$721K 0.45%
63,418
-540
70
$721K 0.45%
13,983
-1,512
71
$713K 0.45%
14,492
+2,715
72
$697K 0.44%
11,243
-4,224
73
$683K 0.43%
9,675
+2,147
74
$679K 0.42%
10,417
-604
75
$671K 0.42%
4,897
+1,619
1 2
3
4 5