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
101
$904K 0.2%
10,320
+2,380
102
$896K 0.2%
52,847
+119
103
$891K 0.2%
35,763
+21,046
104
$890K 0.2%
6,955
+565
105
$889K 0.2%
3,993
+840
106
$889K 0.2%
19,833
+1,864
107
$882K 0.19%
4,108
+369
108
$879K 0.19%
4,314
+1,047
109
$876K 0.19%
9,019
+1,723
110
$873K 0.19%
11,098
+1,399
111
$870K 0.19%
12,944
+4,105
112
$859K 0.19%
29,262
+568
113
$857K 0.19%
15,599
+6,018
114
$845K 0.19%
3,607
+1,038
115
$842K 0.19%
6,996
-1,510
116
$840K 0.18%
17,040
+606
117
$838K 0.18%
31,534
+4,268
118
$838K 0.18%
4,978
+849
119
$817K 0.18%
5,089
+896
120
$815K 0.18%
17,254
+7,280
121
$811K 0.18%
18,520
+840
122
$809K 0.18%
14,826
+2,208
123
$792K 0.17%
21,524
+4,372
124
$791K 0.17%
6,897
-187
125
$791K 0.17%
23,548
+698
3 4
5
6 7