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
$455M
AUM Growth
+$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$39.1M
2
+$11.6M
3
+$8.19M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$6.93M
5
VB icon
Vanguard Small-Cap ETF
VB
+$4.13M

Top Sells

1
+$953K
2
+$937K
3
+$670K
4
FNOV icon
FT Vest US Equity Buffer ETF November
FNOV
+$613K
5
SE icon
Sea Limited
SE
+$572K

Sector Composition

1 Technology 8.65%
2 Consumer Discretionary 4.32%
3 Healthcare 2.99%
4 Industrials 2.9%
5 Communication Services 2.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.48M 0.32%
60,030
+50,432
52
$1.47M 0.32%
67,631
+4,140
53
$1.46M 0.32%
25,041
-305
54
$1.44M 0.32%
16,739
+6,182
55
$1.42M 0.31%
9,343
+1,093
56
$1.42M 0.31%
7,120
-2,874
57
$1.41M 0.31%
21,717
+12
58
$1.39M 0.3%
28,015
+5,567
59
$1.35M 0.3%
22,008
+493
60
$1.34M 0.3%
6,268
+1,437
61
$1.32M 0.29%
4,599
+122
62
$1.32M 0.29%
34,975
+2,066
63
$1.29M 0.28%
8,809
+1,378
64
$1.28M 0.28%
4,683
+63
65
$1.27M 0.28%
38,595
+6,553
66
$1.26M 0.28%
8,978
+94
67
$1.26M 0.28%
78,536
-448
68
$1.23M 0.27%
27,451
+486
69
$1.22M 0.27%
13,900
+400
70
$1.22M 0.27%
31,583
-1,355
71
$1.21M 0.27%
3,579
-17
72
$1.2M 0.26%
23,395
+2,125
73
$1.2M 0.26%
13,942
-1,563
74
$1.2M 0.26%
16,336
+507
75
$1.19M 0.26%
10,636
+336
1 2
3
4 5