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
301
$951K 0.05%
50,836
+16,005
302
$943K 0.05%
18,331
-800
303
$940K 0.05%
47,071
+2,080
304
$940K 0.05%
15,135
-919
305
$936K 0.05%
9,989
+786
306
$930K 0.05%
7,256
-365
307
$930K 0.05%
+75,648
308
$929K 0.05%
11,367
-3,265
309
$927K 0.05%
5,383
-86
310
$926K 0.05%
9,615
+1,251
311
$920K 0.05%
16,765
+941
312
$909K 0.05%
81,114
+141
313
$891K 0.05%
+125,259
314
$890K 0.05%
24,157
+3,886
315
$884K 0.05%
7,159
+111
316
$884K 0.05%
21,049
-1,382
317
$883K 0.05%
6,772
-2,030
318
$882K 0.05%
11,176
+139
319
$880K 0.05%
6,483
+290
320
$877K 0.05%
6,672
-675
321
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6,759
-207
322
$869K 0.05%
4,836
+103
323
$868K 0.05%
26,790
+2,221
324
$857K 0.05%
11,046
-956
325
$855K 0.05%
+7,618
11 12
13
14 15