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
26
$7.4M 0.85%
22,017
+2,798
27
$6.7M 0.77%
70,796
-3,854
28
$5.77M 0.67%
96,533
+11,041
29
$5.54M 0.64%
37,684
-363
30
$5.19M 0.6%
30,215
+1,135
31
$5.14M 0.59%
85,920
+4,087
32
$4.97M 0.57%
73,479
+10,585
33
$4.89M 0.56%
72,758
+4,019
34
$4.74M 0.55%
161,060
+17,130
35
$4.67M 0.54%
281,340
+72,629
36
$4.52M 0.52%
+19,984
37
$4.43M 0.51%
+90,442
38
$4.41M 0.51%
12,112
+951
39
$4.4M 0.51%
31,980
+850
40
$4.37M 0.5%
37,573
+1,083
41
$4.27M 0.49%
80,205
+31
42
$4.23M 0.49%
81,609
+22,005
43
$4.14M 0.48%
49,470
+26,970
44
$3.99M 0.46%
11,340
+1,167
45
$3.83M 0.44%
141,024
-3,384
46
$3.47M 0.4%
18,989
+2,836
47
$3.45M 0.4%
49,401
+232
48
$3.43M 0.4%
71,784
+30,901
49
$3.43M 0.4%
103,505
+50,323
50
$3.38M 0.39%
67,578
+12,906
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