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
351
$780K 0.04%
25,561
+6,850
352
$778K 0.04%
18,954
-318
353
$777K 0.04%
23,379
-1,513
354
$773K 0.04%
8,566
+53
355
$766K 0.04%
26,961
-5,522
356
$763K 0.04%
19,277
-42
357
$755K 0.04%
26,400
-2,553
358
$753K 0.04%
7,338
+361
359
$747K 0.04%
10,933
+135
360
$740K 0.04%
11,553
+653
361
$735K 0.04%
1,173
+3
362
$731K 0.04%
4,092
+889
363
$730K 0.04%
+21,970
364
$723K 0.04%
6,850
-3,581
365
$723K 0.04%
15,081
+1,542
366
$721K 0.04%
3,636
+161
367
$720K 0.04%
67,188
+2,380
368
$719K 0.04%
5,706
-167
369
$710K 0.04%
+24,502
370
$704K 0.04%
13,898
-4,388
371
$702K 0.04%
12,733
+974
372
$701K 0.04%
74,634
-32,449
373
$700K 0.04%
+2,647
374
$698K 0.04%
2,275
+3
375
$697K 0.04%
+7,694
13 14
15
16 17