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
$320M
AUM Growth
+$276M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$4.35M
2
+$3.61M
3
+$3.12M
4
AAPL icon
Apple
AAPL
+$2.88M
5
BND icon
Vanguard Total Bond Market
BND
+$2.82M

Top Sells

1
+$1.49M
2
+$1.34M
3
+$774K
4
SDOG icon
ALPS Sector Dividend Dogs ETF
SDOG
+$573K
5
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$345K

Sector Composition

1 Healthcare 12.54%
2 Technology 10.15%
3 Financials 7.62%
4 Industrials 6.85%
5 Energy 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$415K 0.13%
+1,988
227
$410K 0.13%
+12,149
228
$409K 0.13%
+8,483
229
$404K 0.13%
+16,897
230
$402K 0.13%
+11,368
231
$393K 0.12%
+330
232
$392K 0.12%
+11,898
233
$386K 0.12%
+6,928
234
$383K 0.12%
+907
235
$383K 0.12%
+7,819
236
$379K 0.12%
+2,301
237
$371K 0.12%
+3,373
238
$364K 0.11%
+6,417
239
$363K 0.11%
+10,058
240
$361K 0.11%
+23,978
241
$360K 0.11%
+5,771
242
$359K 0.11%
+4,059
243
$354K 0.11%
+8,537
244
$352K 0.11%
+5,040
245
$349K 0.11%
+8,052
246
$348K 0.11%
+14,351
247
$347K 0.11%
+4,291
248
$347K 0.11%
+7,978
249
$346K 0.11%
+3,217
250
$346K 0.11%
+704
8 9
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