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
176
$533K 0.12%
6,399
+725
177
$530K 0.12%
7,657
+629
178
$530K 0.12%
201,400
+11,500
179
$524K 0.12%
5,922
+86
180
$519K 0.11%
10,355
+552
181
$518K 0.11%
14,392
+1,772
182
$513K 0.11%
4,332
-118
183
$513K 0.11%
4,846
+888
184
$513K 0.11%
5,940
+104
185
$512K 0.11%
55,632
+22
186
$508K 0.11%
2,390
+299
187
$504K 0.11%
9,080
-30
188
$504K 0.11%
33,025
+7,166
189
$500K 0.11%
9,372
-900
190
$498K 0.11%
6,531
+433
191
$496K 0.11%
16,446
-537
192
$493K 0.11%
2,326
-1
193
$492K 0.11%
4,491
-17
194
$485K 0.11%
9,748
+1,588
195
$477K 0.1%
8,140
+330
196
$472K 0.1%
13,023
+609
197
$470K 0.1%
+3,680
198
$468K 0.1%
12,157
+3,511
199
$463K 0.1%
3,270
+1,017
200
$461K 0.1%
15,234
+417
6 7
8
9 10