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 Short 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
GLD icon
76
SPDR Gold Trust
GLD
$142B
$6.05M 0.26%
17,034
+6,655
SCHO icon
77
Schwab Short-Term US Treasury ETF
SCHO
$11.8B
$5.91M 0.26%
242,187
-21,343
PM icon
78
Philip Morris
PM
$233B
$5.82M 0.25%
35,873
-2,874
FTSM icon
79
First Trust Enhanced Short Maturity ETF
FTSM
$6.22B
$5.8M 0.25%
96,453
+11,704
CSCO icon
80
Cisco
CSCO
$313B
$5.67M 0.25%
82,827
+932
SGOV icon
81
iShares 0-3 Month Treasury Bond ETF
SGOV
$65.4B
$5.64M 0.25%
55,998
+15,803
VO icon
82
Vanguard Mid-Cap ETF
VO
$90B
$5.63M 0.25%
19,082
-310
SPGM icon
83
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
$1.31B
$5.54M 0.24%
+73,983
BX icon
84
Blackstone
BX
$117B
$5.48M 0.24%
32,084
-1,442
IJJ icon
85
iShares S&P Mid-Cap 400 Value ETF
IJJ
$7.98B
$5.4M 0.24%
41,652
-925
IBIT icon
86
iShares Bitcoin Trust
IBIT
$70.2B
$5.36M 0.23%
82,476
+11,400
PEP icon
87
PepsiCo
PEP
$200B
$5.34M 0.23%
37,996
-7,209
VEU icon
88
Vanguard FTSE All-World ex-US ETF
VEU
$52.9B
$5.3M 0.23%
74,203
+41,299
TDIV icon
89
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$3.85B
$5.2M 0.23%
52,760
-1,466
IONQ icon
90
IonQ
IONQ
$19.1B
$5.1M 0.22%
82,977
+11,928
GE icon
91
GE Aerospace
GE
$302B
$5.04M 0.22%
16,727
-1,470
TMUS icon
92
T-Mobile US
TMUS
$229B
$5.01M 0.22%
20,945
+1,231
BIV icon
93
Vanguard Intermediate-Term Bond ETF
BIV
$26.6B
$4.97M 0.22%
63,705
+5,623
MRK icon
94
Merck
MRK
$247B
$4.93M 0.22%
58,229
-2,299
STXT icon
95
Strive Total Return Bond ETF
STXT
$122M
$4.89M 0.21%
241,319
+104,989
NZF icon
96
Nuveen Municipal Credit Income Fund
NZF
$2.45B
$4.88M 0.21%
387,085
+19,285
AMGN icon
97
Amgen
AMGN
$174B
$4.87M 0.21%
17,250
-120
GEV icon
98
GE Vernova
GEV
$167B
$4.83M 0.21%
7,860
-204
NVG icon
99
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.7B
$4.76M 0.21%
386,036
+1,033
LRGF icon
100
iShares US Equity Factor ETF
LRGF
$3.01B
$4.7M 0.2%
68,012
+135
2 3
4
5 6