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
$320M
AUM Growth
+$276M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$4.35M
2
+$3.61M
3
+$3.12M
4
AAPL icon
Apple
AAPL
+$2.88M
5
BND icon
Vanguard Total Bond Market
BND
+$2.82M

Top Sells

1
+$1.49M
2
+$1.34M
3
+$774K
4
SDOG icon
ALPS Sector Dividend Dogs ETF
SDOG
+$573K
5
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$345K

Sector Composition

1 Healthcare 12.54%
2 Technology 10.15%
3 Financials 7.62%
4 Industrials 6.85%
5 Energy 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.2M 0.69%
+18,743
27
$2.11M 0.66%
+38,920
28
$2.08M 0.65%
20,800
+9,816
29
$2.03M 0.63%
+16,040
30
$2.01M 0.63%
23,054
+12,083
31
$2M 0.62%
+16,054
32
$2M 0.62%
+8,203
33
$1.99M 0.62%
+11,405
34
$1.97M 0.62%
35,695
+20,366
35
$1.95M 0.61%
+15,072
36
$1.94M 0.61%
62,003
+40,487
37
$1.93M 0.6%
+9,777
38
$1.89M 0.59%
66,599
+54,662
39
$1.89M 0.59%
+24,994
40
$1.88M 0.59%
59,109
+48,249
41
$1.88M 0.59%
+24,514
42
$1.88M 0.59%
+15,167
43
$1.87M 0.58%
+15,422
44
$1.86M 0.58%
24,848
+10,237
45
$1.85M 0.58%
+9,695
46
$1.78M 0.56%
32,228
+19,769
47
$1.77M 0.55%
+10,273
48
$1.71M 0.53%
43,720
+6,155
49
$1.7M 0.53%
+16,582
50
$1.65M 0.51%
+15,121
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