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
326
$241K 0.08%
+3,724
327
$240K 0.07%
+2,253
328
$240K 0.07%
+2,150
329
$237K 0.07%
+2,844
330
$237K 0.07%
+8,150
331
$237K 0.07%
+2,810
332
$234K 0.07%
+4,876
333
$232K 0.07%
+5,691
334
$230K 0.07%
+28,880
335
$230K 0.07%
+1,481
336
$230K 0.07%
+7,290
337
$230K 0.07%
+7,074
338
$227K 0.07%
+3,488
339
$226K 0.07%
+4,221
340
$225K 0.07%
+2,894
341
$225K 0.07%
+1,598
342
$224K 0.07%
+14,655
343
$223K 0.07%
+2,205
344
$221K 0.07%
+2,066
345
$221K 0.07%
+254
346
$221K 0.07%
+3,584
347
$220K 0.07%
+4,000
348
$219K 0.07%
+1,309
349
$217K 0.07%
+1,987
350
$213K 0.07%
+5,027
12 13
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