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SG

StoneX Group Portfolio holdings

AUM $1.86B
1-Year Est. Return 21.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.86B
AUM Growth
-$447M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,331
New
Increased
Reduced
Closed

Top Buys

1
+$22M
2
+$17.1M
3
+$12.6M
4
VB icon
Vanguard Small-Cap ETF
VB
+$9.88M
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$8.17M

Top Sells

1
+$23.6M
2
+$18.3M
3
+$14.1M
4
NVDA icon
NVIDIA
NVDA
+$12.9M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$12.9M

Sector Composition

1 Technology 8.11%
2 Financials 4.07%
3 Consumer Discretionary 3.13%
4 Industrials 2.9%
5 Healthcare 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CFG icon
126
Citizens Financial Group
CFG
$27.2B
$2.5M 0.13%
41,651
-7,075
DUK icon
127
Duke Energy
DUK
$95.6B
$2.47M 0.13%
18,896
-5,593
FBND icon
128
Fidelity Total Bond ETF
FBND
$26.1B
$2.46M 0.13%
53,800
+2,494
PRN icon
129
Invesco Dorsey Wright Industrials Momentum ETF
PRN
$433M
$2.43M 0.13%
12,497
-1,015
PLTR icon
130
Palantir
PLTR
$327B
$2.4M 0.13%
16,438
-1,231
ACN icon
131
Accenture
ACN
$109B
$2.39M 0.13%
12,050
+6,994
SPHY icon
132
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$11.1B
$2.36M 0.13%
101,183
+87,636
QTUM icon
133
Defiance Quantum ETF
QTUM
$5.87B
$2.36M 0.13%
21,980
-4,346
DIA icon
134
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$44.2B
$2.34M 0.13%
5,042
-1,454
MDLZ icon
135
Mondelez International
MDLZ
$79.8B
$2.25M 0.12%
38,759
+931
BIL icon
136
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.7B
$2.19M 0.12%
23,916
+12,606
IJH icon
137
iShares Core S&P Mid-Cap ETF
IJH
$119B
$2.18M 0.12%
32,231
-37,060
MA icon
138
Mastercard
MA
$431B
$2.16M 0.12%
4,329
-7,676
VTIP icon
139
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$18.9B
$2.15M 0.12%
+43,138
QCOM icon
140
Qualcomm
QCOM
$231B
$2.13M 0.11%
16,513
-9,281
LMT icon
141
Lockheed Martin
LMT
$120B
$2.11M 0.11%
3,497
-480
NUKZ icon
142
Range Nuclear Renaissance Index ETF
NUKZ
$845M
$2.11M 0.11%
32,079
+15,032
BX icon
143
Blackstone
BX
$141B
$2.1M 0.11%
18,348
-14,553
LHX icon
144
L3Harris
LHX
$56.2B
$2.1M 0.11%
6,072
+557
FVD icon
145
First Trust Value Line Dividend Fund
FVD
$7.97B
$2.09M 0.11%
44,549
-56,293
POWR
146
iShares U.S. Power Infrastructure ETF
POWR
$379M
$2.08M 0.11%
+79,160
BUFZ icon
147
FT Vest Laddered Moderate Buffer ETF
BUFZ
$967M
$2.05M 0.11%
78,119
-15,308
VCIT icon
148
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$65.8B
$2.05M 0.11%
24,756
+9,561
XLF icon
149
State Street Financial Select Sector SPDR ETF
XLF
$49B
$2.05M 0.11%
41,757
+3,047
STXG icon
150
Strive 1000 Growth ETF
STXG
$148M
$2.03M 0.11%
43,314
-15,313
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6
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