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SG

StoneX Group Portfolio holdings

AUM $1.86B
1-Year Est. Return 21.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.86B
AUM Growth
-$447M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,331
New
Increased
Reduced
Closed

Top Buys

1
+$22M
2
+$17.1M
3
+$12.6M
4
VB icon
Vanguard Small-Cap ETF
VB
+$9.88M
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$8.17M

Top Sells

1
+$23.6M
2
+$18.3M
3
+$14.1M
4
NVDA icon
NVIDIA
NVDA
+$12.9M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$12.9M

Sector Composition

1 Technology 8.11%
2 Financials 4.07%
3 Consumer Discretionary 3.13%
4 Industrials 2.9%
5 Healthcare 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IBIT icon
201
iShares Bitcoin Trust
IBIT
$49.2B
$1.48M 0.08%
38,701
+7,703
CI icon
202
Cigna
CI
$76.4B
$1.48M 0.08%
5,558
-48
BAC icon
203
Bank of America
BAC
$383B
$1.46M 0.08%
29,964
+480
DOCT
204
FT Vest US Equity Deep Buffer ETF October
DOCT
$387M
$1.44M 0.08%
33,263
-3,987
MUD
205
Direxion Daily MU Bear 1X ETF
MUD
$81.4M
$1.44M 0.08%
+32,994
QBTS icon
206
D-Wave Quantum
QBTS
$9.69B
$1.39M 0.07%
96,320
+47,826
NFTY icon
207
First Trust India Nifty 50 Equal Weight ETF
NFTY
$131M
$1.39M 0.07%
26,976
-84,678
ITA icon
208
iShares US Aerospace & Defense ETF
ITA
$13.8B
$1.38M 0.07%
6,308
+871
IYR icon
209
iShares US Real Estate ETF
IYR
$4.77B
$1.37M 0.07%
14,479
-9,951
ALL icon
210
Allstate
ALL
$55.5B
$1.36M 0.07%
6,538
-921
CEG icon
211
Constellation Energy
CEG
$90.1B
$1.35M 0.07%
4,825
+33
CRH icon
212
CRH
CRH
$68.2B
$1.35M 0.07%
12,782
-247
EPD icon
213
Enterprise Products Partners
EPD
$81.4B
$1.34M 0.07%
35,509
-5,419
PLD icon
214
Prologis
PLD
$133B
$1.33M 0.07%
10,095
-1,852
IEI icon
215
iShares 3-7 Year Treasury Bond ETF
IEI
$18.3B
$1.33M 0.07%
11,217
+2,301
XLV icon
216
State Street Health Care Select Sector SPDR ETF
XLV
$38.9B
$1.33M 0.07%
9,071
-4,814
CEF icon
217
Sprott Physical Gold and Silver Trust
CEF
$8.21B
$1.29M 0.07%
26,985
+973
IBM icon
218
IBM
IBM
$265B
$1.29M 0.07%
5,308
-4,729
SOXL icon
219
Direxion Daily Semiconductor Bull 3X ETF
SOXL
$23.7B
$1.27M 0.07%
26,422
-6,950
VZ icon
220
Verizon
VZ
$189B
$1.26M 0.07%
25,160
-17,673
GLED.U
221
GalaxyEdge Acquisition Corp Units
GLED.U
$1.25M 0.07%
+125,685
IEFA icon
222
iShares Core MSCI EAFE ETF
IEFA
$183B
$1.25M 0.07%
13,829
-5,950
MU icon
223
Micron Technology
MU
$1.08T
$1.25M 0.07%
3,699
-2,416
KLAC icon
224
KLA
KLAC
$278B
$1.24M 0.07%
845
-343
ETN icon
225
Eaton
ETN
$157B
$1.23M 0.07%
3,433
-1,515
7 8
9
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