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
251
$345K 0.11%
+7,041
252
$343K 0.11%
+9,628
253
$335K 0.1%
+8,694
254
$332K 0.1%
+6,858
255
$332K 0.1%
+720
256
$332K 0.1%
+2,612
257
$330K 0.1%
+6,570
258
$325K 0.1%
+5,671
259
$325K 0.1%
+3,485
260
$322K 0.1%
+1,179
261
$320K 0.1%
+1,473
262
$317K 0.1%
+7,666
263
$317K 0.1%
+5,748
264
$315K 0.1%
+4,502
265
$314K 0.1%
14,365
+1,479
266
$314K 0.1%
+11,453
267
$313K 0.1%
+7,010
268
$311K 0.1%
+7,062
269
$310K 0.1%
+1,917
270
$309K 0.1%
+2,720
271
$309K 0.1%
+4,013
272
$308K 0.1%
+11,648
273
$305K 0.1%
+2,159
274
$305K 0.1%
+5,042
275
$304K 0.09%
+10,080
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