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
$868M
AUM Growth
+$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
621
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$13.5M
3
+$10.1M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$8.43M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.25M

Top Sells

1
+$8.6M
2
+$6.65M
3
+$4.73M
4
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$4.5M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$3.05M

Sector Composition

1 Technology 7.17%
2 Financials 4.13%
3 Healthcare 2.94%
4 Consumer Discretionary 2.88%
5 Industrials 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$657K 0.08%
43,777
+1,149
252
$647K 0.07%
16,278
+913
253
$647K 0.07%
40,794
+2,498
254
$645K 0.07%
2,196
+891
255
$637K 0.07%
1,124
+193
256
$636K 0.07%
1,226
-2,798
257
$634K 0.07%
3,708
+79
258
$623K 0.07%
5,795
+629
259
$603K 0.07%
+19,896
260
$601K 0.07%
9,813
+1,005
261
$591K 0.07%
7,675
+1,353
262
$588K 0.07%
3,958
+301
263
$588K 0.07%
+6,829
264
$586K 0.07%
15,744
+151
265
$586K 0.07%
10,007
+6,247
266
$585K 0.07%
+14,205
267
$583K 0.07%
+5,382
268
$577K 0.07%
+16,531
269
$575K 0.07%
18,855
+9,384
270
$573K 0.07%
9,320
+37
271
$571K 0.07%
6,544
+1,164
272
$569K 0.07%
6,264
+674
273
$568K 0.07%
5,595
-566
274
$566K 0.07%
+20,462
275
$565K 0.07%
23,160
+1,500
9 10
11
12 13