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
376
$338K 0.04%
+4,649
377
$338K 0.04%
12,037
+2,001
378
$336K 0.04%
5,019
+618
379
$333K 0.04%
2,811
-207
380
$332K 0.04%
3,736
+374
381
$329K 0.04%
41,570
-1,358
382
$328K 0.04%
5,740
383
$327K 0.04%
11,244
-3,069
384
$327K 0.04%
3,940
-190
385
$327K 0.04%
4,381
+5
386
$326K 0.04%
17,272
+326
387
$326K 0.04%
2,397
+268
388
$324K 0.04%
1,209
+119
389
$324K 0.04%
+60,352
390
$322K 0.04%
4,440
391
$321K 0.04%
+4,465
392
$320K 0.04%
13,486
+264
393
$318K 0.04%
10,606
+2,641
394
$317K 0.04%
5,481
+1,512
395
$315K 0.04%
9,841
+665
396
$314K 0.04%
+1,286
397
$312K 0.04%
4,371
+7
398
$311K 0.04%
5,248
-2,280
399
$311K 0.04%
3,023
+287
400
$309K 0.04%
11,906
-1,181
14 15
16
17 18