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
1
$4.66M 2.91%
83,252
+8,936
2
$3.38M 2.11%
39,000
+3,560
3
$2.82M 1.76%
24,930
-29,365
4
$2.58M 1.61%
23,086
+4,205
5
$2.5M 1.56%
20,889
+1,471
6
$2.46M 1.54%
40,933
+14,584
7
$2.26M 1.41%
7,577
-16,835
8
$2.02M 1.26%
44,956
+824
9
$2M 1.25%
53,358
+4,754
10
$1.94M 1.21%
15,597
+2,867
11
$1.81M 1.13%
12,022
+1,097
12
$1.73M 1.08%
14,711
+2,296
13
$1.64M 1.02%
57,390
+2,824
14
$1.62M 1.01%
9,685
+12
15
$1.55M 0.97%
5,212
-737
16
$1.55M 0.97%
6,671
+1,090
17
$1.53M 0.95%
23,822
+7,611
18
$1.51M 0.95%
+31,028
19
$1.45M 0.91%
10,425
+1,038
20
$1.43M 0.89%
17,701
-3,771
21
$1.42M 0.89%
13,809
+758
22
$1.4M 0.87%
23,137
+1,675
23
$1.38M 0.86%
29,715
-1,115
24
$1.38M 0.86%
32,075
+4,980
25
$1.37M 0.86%
37,400
+114
1
2 3 4 5