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
501
$215K 0.02%
1,728
-54
502
$212K 0.02%
+21,832
503
$212K 0.02%
+2,486
504
$211K 0.02%
+1,510
505
$211K 0.02%
+10,000
506
$211K 0.02%
+2,473
507
$211K 0.02%
+3,433
508
$210K 0.02%
1,381
+286
509
$210K 0.02%
4,947
-3,225
510
$209K 0.02%
5,858
-37,445
511
$207K 0.02%
+14,781
512
$207K 0.02%
+829
513
$206K 0.02%
+1,028
514
$206K 0.02%
11,306
+1,774
515
$205K 0.02%
+1,861
516
$204K 0.02%
4,025
-595
517
$204K 0.02%
+2,590
518
$204K 0.02%
+3,783
519
$203K 0.02%
+3,244
520
$202K 0.02%
+830
521
$202K 0.02%
+1,104
522
$202K 0.02%
7,576
-70
523
$201K 0.02%
+5,527
524
$201K 0.02%
+2,805
525
$200K 0.02%
+2,304
19 20
21
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