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
201
$243K 0.15%
1,898
-36
202
$243K 0.15%
6,684
-18,408
203
$242K 0.15%
2,030
-162
204
$242K 0.15%
+16,085
205
$241K 0.15%
+4,572
206
$241K 0.15%
4,778
-652
207
$241K 0.15%
2,716
+374
208
$240K 0.15%
+3,585
209
$240K 0.15%
3,540
+40
210
$239K 0.15%
5,827
+107
211
$237K 0.15%
2,778
+45
212
$234K 0.15%
2,014
-90
213
$231K 0.14%
9,792
+1,194
214
$231K 0.14%
1,501
-56
215
$230K 0.14%
3,334
+23
216
$230K 0.14%
+11,711
217
$229K 0.14%
+6,524
218
$228K 0.14%
1,386
+38
219
$227K 0.14%
14,369
-2,172
220
$226K 0.14%
+4,984
221
$225K 0.14%
3,941
-1,271
222
$224K 0.14%
7,538
+210
223
$221K 0.14%
3,340
-66
224
$220K 0.14%
4,300
+204
225
$219K 0.14%
2,547
-59
7 8
9
10 11