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
151
$640K 0.14%
+25,040
152
$634K 0.14%
113,150
+25,500
153
$622K 0.14%
6,696
154
$621K 0.14%
10,316
+449
155
$618K 0.14%
20,012
-2,057
156
$612K 0.13%
40,691
+988
157
$611K 0.13%
11,666
+1,566
158
$609K 0.13%
18,051
+4,127
159
$597K 0.13%
4,035
+214
160
$592K 0.13%
14,370
+1,778
161
$592K 0.13%
34,181
+3
162
$591K 0.13%
11,615
+793
163
$591K 0.13%
22,825
-50
164
$590K 0.13%
17,000
165
$590K 0.13%
+28,945
166
$581K 0.13%
12,323
+17
167
$573K 0.13%
6,818
+100
168
$565K 0.12%
14,901
+4,214
169
$560K 0.12%
7,366
170
$554K 0.12%
2,054
+1,114
171
$550K 0.12%
3,019
+1,098
172
$543K 0.12%
3,047
+443
173
$542K 0.12%
2,387
+36
174
$536K 0.12%
4,865
+1,830
175
$535K 0.12%
8,628
+196
5 6
7
8 9