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
$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
GOOGL icon
26
Alphabet (Google) Class A
GOOGL
$3.06T
$10.6M 0.58%
68,620
+24,391
ABBV icon
27
AbbVie
ABBV
$403B
$10.5M 0.58%
50,112
+1,414
ITOT icon
28
iShares Core S&P Total US Stock Market ETF
ITOT
$78.5B
$9.97M 0.55%
81,731
+11,352
PG icon
29
Procter & Gamble
PG
$356B
$9.79M 0.54%
57,428
-256
XOM icon
30
Exxon Mobil
XOM
$494B
$9.62M 0.53%
80,876
+2,234
SPY icon
31
SPDR S&P 500 ETF Trust
SPY
$667B
$9.54M 0.52%
17,019
+59
SO icon
32
Southern Company
SO
$106B
$8.98M 0.49%
97,626
+860
FBTC icon
33
Fidelity Wise Origin Bitcoin Fund
FBTC
$14.6B
$8.94M 0.49%
124,192
+656
VYM icon
34
Vanguard High Dividend Yield ETF
VYM
$65.2B
$8.51M 0.47%
66,007
+1,749
V icon
35
Visa
V
$671B
$8.44M 0.46%
24,074
-254
VIG icon
36
Vanguard Dividend Appreciation ETF
VIG
$98.5B
$8.41M 0.46%
43,350
+886
CVX icon
37
Chevron
CVX
$315B
$8.35M 0.46%
49,899
+226
HD icon
38
Home Depot
HD
$383B
$8.32M 0.46%
22,689
+598
SPYD icon
39
SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.34B
$8.2M 0.45%
185,380
+12,637
JEPI icon
40
JPMorgan Equity Premium Income ETF
JEPI
$41.7B
$8.18M 0.45%
143,095
-16
CAT icon
41
Caterpillar
CAT
$244B
$7.89M 0.43%
23,913
+627
CGDV icon
42
Capital Group Dividend Value ETF
CGDV
$22.4B
$7.8M 0.43%
+218,303
JNJ icon
43
Johnson & Johnson
JNJ
$464B
$7.6M 0.42%
45,831
+2,770
IWR icon
44
iShares Russell Mid-Cap ETF
IWR
$45B
$7.51M 0.41%
88,228
+7,245
NFTY icon
45
First Trust India Nifty 50 Equal Weight ETF
NFTY
$198M
$7.47M 0.41%
133,890
-41,966
IVE icon
46
iShares S&P 500 Value ETF
IVE
$42.3B
$7.16M 0.39%
37,551
-3,731
META icon
47
Meta Platforms (Facebook)
META
$1.84T
$7.04M 0.39%
12,199
+347
FENI icon
48
Fidelity Enhanced International ETF
FENI
$4.28B
$6.88M 0.38%
231,054
+5,479
MCD icon
49
McDonald's
MCD
$219B
$6.85M 0.38%
21,936
-254
COST icon
50
Costco
COST
$417B
$6.79M 0.37%
7,182
-229
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