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
151
$390K 0.18%
6,727
-450
152
$389K 0.18%
9,772
153
$389K 0.18%
+34,786
154
$388K 0.18%
3,311
+398
155
$387K 0.18%
6,110
-259
156
$384K 0.18%
2,723
+350
157
$384K 0.18%
9,841
-1,857
158
$383K 0.18%
4,909
+529
159
$380K 0.18%
5,162
+1,416
160
$380K 0.18%
2,192
+733
161
$378K 0.18%
2,498
+154
162
$376K 0.18%
2,910
+693
163
$375K 0.18%
9,931
+462
164
$372K 0.17%
2,392
+272
165
$372K 0.17%
2,392
+624
166
$371K 0.17%
+9,819
167
$368K 0.17%
4,511
-290
168
$368K 0.17%
3,216
-79
169
$366K 0.17%
17,040
+2,025
170
$366K 0.17%
+14,661
171
$364K 0.17%
4,815
172
$362K 0.17%
831
+134
173
$361K 0.17%
+6,749
174
$360K 0.17%
1,119
+506
175
$359K 0.17%
+3,108
5 6
7
8 9