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
76
$1.15M 0.25%
11,198
+966
77
$1.14M 0.25%
3,265
+376
78
$1.11M 0.24%
2,952
+236
79
$1.11M 0.24%
4,827
+235
80
$1.11M 0.24%
10,872
+336
81
$1.11M 0.24%
11,466
-2,104
82
$1.1M 0.24%
7,391
+370
83
$1.1M 0.24%
+24,100
84
$1.08M 0.24%
20,080
+54
85
$1.06M 0.23%
11,425
+2,722
86
$1.05M 0.23%
8,868
-182
87
$1.05M 0.23%
16,822
+114
88
$1.05M 0.23%
18,680
+3,466
89
$1.04M 0.23%
28,823
-316
90
$1.04M 0.23%
56,952
-419
91
$1.03M 0.23%
7,480
+1,545
92
$1.03M 0.23%
79,623
-3,264
93
$1.02M 0.22%
14,753
-4,717
94
$1.01M 0.22%
19,819
-3,749
95
$1M 0.22%
12,680
+1,590
96
$951K 0.21%
17,369
+2,457
97
$945K 0.21%
53,050
+4,060
98
$941K 0.21%
6,811
+1,753
99
$934K 0.21%
16,930
+1,351
100
$923K 0.2%
29,807
-13,286
2 3
4
5 6