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
426
$603K 0.03%
44,116
-1,106
427
$602K 0.03%
2,988
+801
428
$600K 0.03%
1,140
-55
429
$597K 0.03%
4,073
-245
430
$586K 0.03%
+20,448
431
$584K 0.03%
+10,218
432
$583K 0.03%
12,682
-63,760
433
$582K 0.03%
6,150
-521
434
$582K 0.03%
13,978
+2,655
435
$581K 0.03%
2,377
+325
436
$581K 0.03%
19,536
+4,317
437
$578K 0.03%
24,783
+3,483
438
$576K 0.03%
13,731
+4,523
439
$573K 0.03%
7,667
-109
440
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5,527
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441
$566K 0.03%
11,885
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442
$564K 0.03%
5,590
-252
443
$562K 0.03%
+10,349
444
$560K 0.03%
1,047
+125
445
$557K 0.03%
25,861
+14,093
446
$554K 0.03%
20,316
+1,563
447
$552K 0.03%
+16,686
448
$551K 0.03%
7,673
-148
449
$545K 0.03%
14,027
+2,789
450
$544K 0.03%
11,151
-876
16 17
18
19 20