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
351
$211K 0.07%
+3,347
352
$211K 0.07%
+216
353
$209K 0.07%
+13,897
354
$208K 0.06%
+1,303
355
$207K 0.06%
+4,266
356
$207K 0.06%
+4,125
357
$205K 0.06%
+2,629
358
$204K 0.06%
+2,126
359
$203K 0.06%
+1,026
360
$203K 0.06%
+6,319
361
$201K 0.06%
+2,127
362
$201K 0.06%
+3,209
363
$196K 0.06%
+19,415
364
$189K 0.06%
4,390
+199
365
$185K 0.06%
+10,455
366
$175K 0.05%
+7,343
367
$169K 0.05%
+15,628
368
$157K 0.05%
+2,630
369
$137K 0.04%
+10,716
370
$127K 0.04%
+13,500
371
$115K 0.04%
+16,227
372
$86K 0.03%
+10,297
373
$81K 0.03%
+14,701
374
$22K 0.01%
+665
375
– –
-19,748
12 13 14
15
16