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
$868M
AUM Growth
+$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
621
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$13.5M
3
+$10.1M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$8.43M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.25M

Top Sells

1
+$8.6M
2
+$6.65M
3
+$4.73M
4
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$4.5M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$3.05M

Sector Composition

1 Technology 7.17%
2 Financials 4.13%
3 Healthcare 2.94%
4 Consumer Discretionary 2.88%
5 Industrials 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$374K 0.04%
19,704
-594
352
$373K 0.04%
1,593
+81
353
$370K 0.04%
2,551
+338
354
$368K 0.04%
7,092
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355
$366K 0.04%
6,695
+278
356
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+12,296
357
$364K 0.04%
2,162
+339
358
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17,222
-19,329
359
$362K 0.04%
5,020
+450
360
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+8,233
361
$356K 0.04%
5,870
+247
362
$356K 0.04%
5,522
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363
$356K 0.04%
+10,163
364
$354K 0.04%
2,342
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365
$354K 0.04%
4,280
-1,221
366
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+3,793
367
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3,305
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368
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369
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42,232
+1,519
370
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371
$345K 0.04%
6,738
372
$343K 0.04%
+35,174
373
$340K 0.04%
3,600
374
$340K 0.04%
5,005
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375
$338K 0.04%
2,946
+242
13 14
15
16 17