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
276
$1.04M 0.06%
23,728
-58,554
277
$1.04M 0.06%
2,208
-273
278
$1.03M 0.06%
27,335
+1,484
279
$1.03M 0.06%
33,675
+1,153
280
$1.03M 0.06%
6,207
+1,622
281
$1.03M 0.06%
42,920
-230
282
$1.03M 0.06%
103,798
-5,391
283
$1.03M 0.06%
3,341
-121
284
$1.01M 0.06%
24,720
-3,030
285
$1.01M 0.06%
19,789
+8,538
286
$1.01M 0.06%
4,865
+711
287
$1.01M 0.06%
16,515
+1,646
288
$1.01M 0.06%
45,402
-13,253
289
$1.01M 0.06%
3,935
-25
290
$1M 0.05%
13,947
-1,279
291
$999K 0.05%
18,128
-566
292
$997K 0.05%
16,911
+106
293
$991K 0.05%
1,457
+151
294
$989K 0.05%
25,277
+3,570
295
$978K 0.05%
38,550
-1,972
296
$972K 0.05%
119,935
-1,370
297
$966K 0.05%
20,235
-190
298
$966K 0.05%
+34,800
299
$963K 0.05%
11,785
+4,746
300
$959K 0.05%
2,718
-800
10 11
12
13 14