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
176
$295K 0.18%
6,115
+1,811
177
$290K 0.18%
+8,940
178
$289K 0.18%
27,560
+8
179
$287K 0.18%
31,077
+825
180
$282K 0.18%
5,657
181
$282K 0.18%
+3,176
182
$281K 0.18%
1,126
+75
183
$279K 0.17%
30,406
+8,053
184
$278K 0.17%
3,776
+625
185
$277K 0.17%
5,507
-326
186
$277K 0.17%
+9,338
187
$273K 0.17%
1,883
-27
188
$268K 0.17%
4,457
-253
189
$268K 0.17%
5,187
+86
190
$265K 0.17%
+9,484
191
$265K 0.17%
4,943
+67
192
$261K 0.16%
4,280
+1
193
$261K 0.16%
5,271
+295
194
$255K 0.16%
5,239
+6
195
$252K 0.16%
2,703
-291
196
$251K 0.16%
1,354
+100
197
$250K 0.16%
2,456
-266
198
$248K 0.15%
+5,208
199
$244K 0.15%
27,615
-1,100
200
$244K 0.15%
7,914
+6
6 7
8
9 10