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
251
$1.2M 0.07%
11,671
-4,730
252
$1.2M 0.07%
40,699
-7,277
253
$1.19M 0.07%
+29,037
254
$1.19M 0.07%
22,932
+2,934
255
$1.19M 0.07%
5,374
+4,257
256
$1.19M 0.07%
41,331
-13,949
257
$1.18M 0.06%
5,014
+419
258
$1.18M 0.06%
15,128
-1,869
259
$1.18M 0.06%
+25,064
260
$1.16M 0.06%
10,433
-823
261
$1.15M 0.06%
11,408
+786
262
$1.12M 0.06%
5,135
-47
263
$1.11M 0.06%
10,150
-189
264
$1.1M 0.06%
916
-94
265
$1.09M 0.06%
11,085
-526
266
$1.09M 0.06%
1,371
+165
267
$1.08M 0.06%
3,826
+591
268
$1.08M 0.06%
13,425
+610
269
$1.08M 0.06%
3,666
-346
270
$1.08M 0.06%
5,231
+3,086
271
$1.07M 0.06%
67,020
-361
272
$1.07M 0.06%
868
-99
273
$1.06M 0.06%
4,185
+456
274
$1.06M 0.06%
11,913
-1,671
275
$1.05M 0.06%
148,798
+7,160
9 10
11
12 13