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
$160M
AUM Growth
+$4.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$878K
3
+$501K
4
AAPL icon
Apple
AAPL
+$500K
5
CDL icon
VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL
+$498K

Top Sells

1
+$5.03M
2
+$3.32M
3
+$1.23M
4
FBMS
The First Bancshares, Inc.
FBMS
+$713K
5
CIZ
VictoryShares Developed Enhanced Volatility Wtd ETF
CIZ
+$683K

Sector Composition

1 Technology 8.8%
2 Financials 4.93%
3 Communication Services 4.59%
4 Consumer Discretionary 4.19%
5 Healthcare 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$371K 0.23%
4,467
+1,081
152
$369K 0.23%
1,879
+685
153
$365K 0.23%
3,526
-415
154
$358K 0.22%
13,891
+700
155
$355K 0.22%
4,608
-822
156
$354K 0.22%
9,451
157
$351K 0.22%
2,157
+961
158
$351K 0.22%
6,655
159
$347K 0.22%
18,348
+30
160
$340K 0.21%
11,895
+1,160
161
$334K 0.21%
1,543
-20
162
$324K 0.2%
7,935
-1,832
163
$320K 0.2%
1,977
+120
164
$319K 0.2%
11,323
+1,488
165
$318K 0.2%
1,904
+50
166
$314K 0.2%
12,385
-1,345
167
$311K 0.19%
6,890
+204
168
$310K 0.19%
+6,152
169
$307K 0.19%
3,273
-58
170
$307K 0.19%
2,434
+556
171
$306K 0.19%
14,858
-12,577
172
$305K 0.19%
8,148
+109
173
$305K 0.19%
+7,148
174
$299K 0.19%
10,508
-885
175
$298K 0.19%
1,762
+376
5 6
7
8 9