SG

StoneX Group Portfolio holdings

AUM $2.29B
1-Year Est. Return 18.91%
This Quarter Est. Return
1 Year Est. Return
+18.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.06B
AUM Growth
+$233M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,050
New
Increased
Reduced
Closed

Top Buys

1
+$30M
2
+$16.3M
3
+$8.27M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.75M
5
OBAWU
Oxley Bridge Acquisition Ltd Unit
OBAWU
+$2.93M

Top Sells

1
+$8.23M
2
+$4.76M
3
+$2.79M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$2.33M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$2.31M

Sector Composition

1 Technology 9.7%
2 Financials 4.75%
3 Consumer Discretionary 3.2%
4 Healthcare 2.9%
5 Industrials 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
INTU icon
201
Intuit
INTU
$185B
$1.79M 0.09%
2,271
-222
FTNT icon
202
Fortinet
FTNT
$61.2B
$1.78M 0.09%
16,857
+7,242
FMAR icon
203
FT Vest US Equity Buffer ETF March
FMAR
$896M
$1.77M 0.09%
39,538
+3,535
ORCL icon
204
Oracle
ORCL
$635B
$1.76M 0.09%
8,068
-2,078
IEFA icon
205
iShares Core MSCI EAFE ETF
IEFA
$158B
$1.75M 0.08%
20,931
-6,380
KNG icon
206
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
$3.66B
$1.75M 0.08%
35,586
-20,666
SCHW icon
207
Charles Schwab
SCHW
$168B
$1.74M 0.08%
19,117
-1,172
DGRO icon
208
iShares Core Dividend Growth ETF
DGRO
$35.6B
$1.74M 0.08%
27,195
-654
ET icon
209
Energy Transfer Partners
ET
$58.4B
$1.72M 0.08%
95,022
+518
VWO icon
210
Vanguard FTSE Emerging Markets ETF
VWO
$103B
$1.72M 0.08%
34,715
-6,147
LWACU
211
LightWave Acquisition Corp Units
LWACU
$1.71M 0.08%
+169,900
IWP icon
212
iShares Russell Mid-Cap Growth ETF
IWP
$19.9B
$1.7M 0.08%
12,270
+599
STXG icon
213
Strive 1000 Growth ETF
STXG
$144M
$1.69M 0.08%
36,812
-14,837
EXC icon
214
Exelon
EXC
$46.3B
$1.69M 0.08%
38,905
-973
QLTY icon
215
GMO US Quality ETF
QLTY
$2.59B
$1.68M 0.08%
49,135
+1,715
XLV icon
216
Health Care Select Sector SPDR Fund
XLV
$37.4B
$1.66M 0.08%
12,343
-1,714
FCX icon
217
Freeport-McMoran
FCX
$57.7B
$1.66M 0.08%
38,330
+10,995
TSLL icon
218
Direxion Daily TSLA Bull 2X Shares
TSLL
$6.47B
$1.62M 0.08%
+137,378
EGHAU
219
EGH Acquisition Corp Unit
EGHAU
$1.62M 0.08%
+159,063
TMO icon
220
Thermo Fisher Scientific
TMO
$217B
$1.62M 0.08%
3,983
-21
PACHU
221
Pioneer Acquisition I Corp Units
PACHU
$1.6M 0.08%
+160,000
DHR icon
222
Danaher
DHR
$156B
$1.58M 0.08%
7,977
+1,840
PHYS icon
223
Sprott Physical Gold
PHYS
$15B
$1.58M 0.08%
62,201
+19,281
ITW icon
224
Illinois Tool Works
ITW
$70.8B
$1.57M 0.08%
6,313
-845
DE icon
225
Deere & Co
DE
$129B
$1.56M 0.08%
3,066
+858
7 8
9
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