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
376
$697K 0.04%
11,818
+3,930
377
$696K 0.04%
10,772
-695
378
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28,311
+2,066
379
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380
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7,892
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381
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382
$684K 0.04%
93,520
+7,846
383
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384
$682K 0.04%
19,019
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385
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18,373
-571
386
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27,039
387
$670K 0.04%
25,476
-16,529
388
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5,668
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389
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28,350
+1,412
390
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10,341
391
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28,259
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393
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4,289
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395
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396
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28,114
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397
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6,178
-8,990
398
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20,700
-1,800
399
$650K 0.04%
14,817
-6,485
400
$648K 0.04%
28,511
+1,062
14 15
16
17 18