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
176
$359K 0.17%
+8,916
177
$357K 0.17%
6,996
-320
178
$352K 0.16%
+16,319
179
$351K 0.16%
2,655
+1,145
180
$349K 0.16%
+4,878
181
$349K 0.16%
1,626
+226
182
$347K 0.16%
2,291
+291
183
$345K 0.16%
6,562
184
$344K 0.16%
524
+52
185
$340K 0.16%
1,033
+140
186
$338K 0.16%
5,596
+1,544
187
$337K 0.16%
576
+189
188
$337K 0.16%
7,316
+871
189
$335K 0.16%
+3,915
190
$333K 0.16%
+4,497
191
$333K 0.16%
+8,845
192
$328K 0.15%
734
+257
193
$323K 0.15%
5,740
-376
194
$322K 0.15%
6,416
-1,116
195
$321K 0.15%
2,356
-11
196
$320K 0.15%
7,942
+601
197
$320K 0.15%
+9,892
198
$316K 0.15%
4,562
-3,023
199
$314K 0.15%
+1,829
200
$314K 0.15%
10,445
+468
6 7
8
9 10