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
$1.82B
AUM Growth
+$4.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,035
New
Increased
Reduced
Closed

Top Buys

1
+$7.8M
2
+$4.76M
3
+$4.47M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.77M
5
CGSD icon
Capital Group Short Duration Income ETF
CGSD
+$3.47M

Top Sells

1
+$3.03M
2
+$2.93M
3
+$2.92M
4
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$2.89M
5
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$2.57M

Sector Composition

1 Technology 8.7%
2 Financials 4.45%
3 Healthcare 3.54%
4 Consumer Discretionary 3.17%
5 Industrials 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.41M 0.08%
37,295
+14,751
227
$1.39M 0.08%
63,114
-8,623
228
$1.39M 0.08%
25,799
+11,705
229
$1.38M 0.08%
2,716
+245
230
$1.37M 0.08%
36,046
+2,647
231
$1.37M 0.08%
14,079
-434
232
$1.37M 0.08%
11,671
+995
233
$1.37M 0.07%
9,415
+95
234
$1.36M 0.07%
12,507
-1,164
235
$1.34M 0.07%
15,870
-6,673
236
$1.32M 0.07%
11,969
+1,178
237
$1.31M 0.07%
14,194
-1,782
238
$1.31M 0.07%
31,851
+763
239
$1.3M 0.07%
7,627
-247
240
$1.3M 0.07%
129,766
-828
241
$1.27M 0.07%
4,662
+747
242
$1.26M 0.07%
13,245
+1,515
243
$1.26M 0.07%
6,137
+675
244
$1.26M 0.07%
44,419
+2,371
245
$1.26M 0.07%
32,398
-1,031
246
$1.25M 0.07%
10,839
+1,863
247
$1.24M 0.07%
50,749
+519
248
$1.24M 0.07%
8,453
+1,357
249
$1.24M 0.07%
62,155
+20,444
250
$1.22M 0.07%
29,252
-1,267
8 9
10
11 12