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
101
$555K 0.26%
3,687
-1,758
102
$546K 0.26%
8,436
+17
103
$543K 0.25%
5,556
+1,768
104
$542K 0.25%
3,112
-468
105
$534K 0.25%
6,640
+2,313
106
$534K 0.25%
2,777
+100
107
$529K 0.25%
7,000
+3,887
108
$527K 0.25%
+50,000
109
$525K 0.25%
3,839
+805
110
$521K 0.24%
+11,154
111
$516K 0.24%
7,812
+476
112
$513K 0.24%
2,548
+453
113
$484K 0.23%
+9,610
114
$484K 0.23%
+5,001
115
$483K 0.23%
+48,177
116
$474K 0.22%
2,578
+201
117
$463K 0.22%
8,668
-388
118
$457K 0.21%
+9,155
119
$456K 0.21%
6,910
+598
120
$449K 0.21%
3,403
-3
121
$448K 0.21%
3,203
+1,142
122
$446K 0.21%
3,543
+1,145
123
$441K 0.21%
9,079
-5,842
124
$438K 0.21%
1,624
+706
125
$436K 0.2%
2,395
-78
3 4
5
6 7