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
426
$284K 0.03%
9,184
+1,338
427
$283K 0.03%
4,796
+310
428
$281K 0.03%
7,184
+756
429
$281K 0.03%
3,704
-87
430
$280K 0.03%
+3,048
431
$280K 0.03%
431
+29
432
$279K 0.03%
745
-49
433
$277K 0.03%
12,463
-3,295
434
$276K 0.03%
+5,850
435
$275K 0.03%
3,531
-122
436
$275K 0.03%
17,438
+1,197
437
$273K 0.03%
+7,763
438
$268K 0.03%
+12,670
439
$267K 0.03%
3,738
-226
440
$267K 0.03%
+5,291
441
$266K 0.03%
+851
442
$266K 0.03%
+2,778
443
$266K 0.03%
2,464
+31
444
$265K 0.03%
3,994
-529
445
$264K 0.03%
4,205
+23
446
$264K 0.03%
3,915
-1,023
447
$263K 0.03%
4,907
+5
448
$261K 0.03%
2,426
+6
449
$258K 0.03%
+4,403
450
$256K 0.03%
+3,257
16 17
18
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