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
476
$483K 0.03%
+4,873
477
$482K 0.03%
73,556
-9,362
478
$479K 0.03%
12,070
-757
479
$478K 0.03%
19,931
-329
480
$477K 0.03%
20,036
-2,553
481
$476K 0.03%
962
-47
482
$476K 0.03%
5,221
-1,619
483
$476K 0.03%
+7,659
484
$475K 0.03%
26,000
-15,074
485
$474K 0.03%
4,267
-637
486
$474K 0.03%
22,800
-200
487
$472K 0.03%
3,051
+13
488
$470K 0.03%
12,451
-1,271
489
$470K 0.03%
4,721
+2,146
490
$466K 0.03%
+20,514
491
$466K 0.03%
4,085
+1,843
492
$466K 0.03%
7,532
+2,655
493
$465K 0.03%
15,152
+284
494
$464K 0.03%
+35,525
495
$464K 0.03%
8,075
-96
496
$460K 0.03%
5,594
+619
497
$460K 0.03%
4,043
+575
498
$458K 0.03%
+16,716
499
$457K 0.03%
14,755
500
$457K 0.03%
10,404
+594
18 19
20
21 22