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
451
$544K 0.03%
+2,837
452
$536K 0.03%
+90,600
453
$535K 0.03%
12,323
-4,806
454
$533K 0.03%
5,569
-1,283
455
$533K 0.03%
1,954
+71
456
$533K 0.03%
4,839
+799
457
$532K 0.03%
26,140
-60
458
$524K 0.03%
5,341
-30,874
459
$522K 0.03%
+8,674
460
$518K 0.03%
8,326
-978
461
$517K 0.03%
60,159
-4,995
462
$517K 0.03%
15,573
-5,206
463
$513K 0.03%
7,739
-2,240
464
$511K 0.03%
16,967
+4,504
465
$510K 0.03%
13,247
-1,202
466
$508K 0.03%
1,698
+186
467
$508K 0.03%
21,666
-2,000
468
$505K 0.03%
23,092
+2,355
469
$504K 0.03%
4,797
+840
470
$501K 0.03%
6,881
+437
471
$499K 0.03%
13,559
-1,188
472
$499K 0.03%
2,154
+1,023
473
$497K 0.03%
8,265
-1,511
474
$492K 0.03%
8,249
+2,710
475
$484K 0.03%
+5,495
17 18
19
20 21