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
$2.06B
AUM Growth
+$233M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,050
New
Increased
Reduced
Closed

Top Buys

1
+$30M
2
+$16.3M
3
+$8.27M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.75M
5
OBAWU
Oxley Bridge Acquisition Ltd Unit
OBAWU
+$2.93M

Top Sells

1
+$8.23M
2
+$4.76M
3
+$2.79M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$2.33M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$2.31M

Sector Composition

1 Technology 9.73%
2 Financials 4.75%
3 Consumer Discretionary 3.2%
4 Healthcare 2.9%
5 Industrials 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSLA icon
51
Tesla
TSLA
$1.43T
$7.22M 0.35%
22,737
+3,092
IJK icon
52
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.7B
$7.21M 0.35%
79,240
-756
PM icon
53
Philip Morris
PM
$263B
$7.11M 0.35%
38,747
-3,594
WMT icon
54
Walmart Inc
WMT
$951B
$7.09M 0.34%
72,501
+456
IWM icon
55
iShares Russell 2000 ETF
IWM
$78.1B
$6.98M 0.34%
32,362
+10,753
NFTY icon
56
First Trust India Nifty 50 Equal Weight ETF
NFTY
$162M
$6.96M 0.34%
116,047
-17,843
FENI icon
57
Fidelity Enhanced International ETF
FENI
$6.48B
$6.96M 0.34%
209,193
-21,861
XLF icon
58
State Street Financial Select Sector SPDR ETF
XLF
$53.4B
$6.76M 0.33%
129,042
+1,688
RDVY icon
59
First Trust Rising Dividend Achievers ETF
RDVY
$20.2B
$6.62M 0.32%
105,582
-7,350
XLK icon
60
State Street Technology Select Sector SPDR ETF
XLK
$92.6B
$6.42M 0.31%
50,744
+7,274
SCHO icon
61
Schwab Short-Term US Treasury ETF
SCHO
$11.7B
$6.42M 0.31%
263,530
+8,637
COWG icon
62
Pacer US Large Cap Cash Cows Growth Leaders ETF
COWG
$2.47B
$6.4M 0.31%
182,385
-15,493
XLI icon
63
State Street Industrial Select Sector SPDR ETF
XLI
$28.2B
$6.39M 0.31%
43,322
+3,521
BRK.B icon
64
Berkshire Hathaway Class B
BRK.B
$1.04T
$6.38M 0.31%
13,138
+846
EEM icon
65
iShares MSCI Emerging Markets ETF
EEM
$23.9B
$6.3M 0.31%
130,569
+17,604
MCD icon
66
McDonald's
MCD
$218B
$6.13M 0.3%
20,979
-957
MA icon
67
Mastercard
MA
$474B
$6.03M 0.29%
10,733
-255
PEP icon
68
PepsiCo
PEP
$201B
$5.97M 0.29%
45,205
+7,901
AME icon
69
Ametek
AME
$50.7B
$5.94M 0.29%
32,828
-392
VTV icon
70
Vanguard Value ETF
VTV
$164B
$5.94M 0.29%
33,518
-979
CSCO icon
71
Cisco
CSCO
$291B
$5.68M 0.28%
81,895
+4,820
VO icon
72
Vanguard Mid-Cap ETF
VO
$94.1B
$5.45M 0.26%
19,392
-902
BND icon
73
Vanguard Total Bond Market
BND
$147B
$5.35M 0.26%
72,703
-6,182
IJJ icon
74
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.48B
$5.26M 0.26%
42,577
+2,686
MS icon
75
Morgan Stanley
MS
$290B
$5.11M 0.25%
36,280
+424
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3
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