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
326
$855K 0.05%
55,290
+900
327
$855K 0.05%
16,274
-338
328
$852K 0.05%
20,076
+2,199
329
$851K 0.05%
2,615
+580
330
$850K 0.05%
25,726
-3,150
331
$845K 0.05%
28,884
-2,712
332
$833K 0.05%
+254,883
333
$832K 0.05%
19,734
+8,000
334
$831K 0.05%
12,641
-1,868
335
$831K 0.05%
+20,424
336
$829K 0.05%
+5,904
337
$827K 0.05%
6,787
-224
338
$826K 0.05%
13,033
-349
339
$823K 0.05%
14,681
-2,269
340
$816K 0.04%
22,897
+1,045
341
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36,874
+1,771
342
$813K 0.04%
5,478
-107
343
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5,785
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344
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7,151
+327
345
$795K 0.04%
33,949
+3,180
346
$786K 0.04%
4,597
+909
347
$785K 0.04%
5,507
-868
348
$785K 0.04%
17,205
+50
349
$782K 0.04%
7,820
-547
350
$782K 0.04%
2,905
-105
12 13
14
15 16