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
401
$645K 0.04%
6,505
+1,993
402
$645K 0.04%
9,423
+4
403
$645K 0.04%
29,882
+1,134
404
$644K 0.04%
13,968
+569
405
$642K 0.04%
+20,050
406
$640K 0.04%
4,341
-1,090
407
$640K 0.04%
30,852
+1,180
408
$636K 0.03%
27,244
+7,300
409
$636K 0.03%
5,676
+1,268
410
$636K 0.03%
10,089
-226
411
$633K 0.03%
25,001
+996
412
$632K 0.03%
27,842
+10,140
413
$632K 0.03%
25,675
+1,011
414
$631K 0.03%
26,234
+1,038
415
$630K 0.03%
+42,055
416
$629K 0.03%
12,902
+825
417
$625K 0.03%
6,675
-256
418
$625K 0.03%
25,141
-1,014
419
$618K 0.03%
13,511
+5,260
420
$615K 0.03%
+7,318
421
$608K 0.03%
100,671
-334
422
$607K 0.03%
5,939
-2,498
423
$607K 0.03%
902
-237
424
$604K 0.03%
20,335
-2,617
425
$604K 0.03%
13,624
-228
15 16
17
18 19