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
$214M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1
+$2.93M
2
+$1.62M
3
+$1.49M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.18M
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$1.11M

Top Sells

1
+$2.47M
2
+$1.97M
3
+$862K
4
RENE
Cartesian Growth Corp II
RENE
+$847K
5
DYCQU
DT Cloud Acquisition Corp Unit
DYCQU
+$834K

Sector Composition

1 Technology 14.72%
2 Healthcare 8.12%
3 Industrials 7.76%
4 Financials 6.54%
5 Consumer Staples 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$672K 0.31%
+3,962
77
$662K 0.31%
2,224
+385
78
$659K 0.31%
2,104
+1,079
79
$649K 0.3%
1,198
+207
80
$647K 0.3%
7,005
+122
81
$646K 0.3%
11,960
+2,030
82
$644K 0.3%
2,121
+162
83
$642K 0.3%
+2,497
84
$631K 0.29%
2,094
-735
85
$614K 0.29%
6,692
+1,855
86
$606K 0.28%
10,056
+3,726
87
$604K 0.28%
5,569
-1,405
88
$601K 0.28%
3,303
+2
89
$596K 0.28%
1,590
+238
90
$589K 0.28%
9,364
+627
91
$587K 0.27%
12,397
+4,534
92
$582K 0.27%
2,350
+486
93
$581K 0.27%
2,001
+142
94
$580K 0.27%
5,667
-242
95
$574K 0.27%
4,563
+991
96
$567K 0.27%
8,280
+2,118
97
$567K 0.27%
6,118
-2,897
98
$561K 0.26%
7,208
+1,464
99
$559K 0.26%
7,304
-168
100
$556K 0.26%
7,125
-148
2 3
4
5 6