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
501
$450K 0.02%
98
+9
502
$449K 0.02%
14,078
503
$449K 0.02%
5,616
+1,099
504
$448K 0.02%
+69,888
505
$447K 0.02%
12,015
+88
506
$444K 0.02%
33,155
-11,426
507
$443K 0.02%
13,606
-3,001
508
$441K 0.02%
11,624
+5,377
509
$441K 0.02%
+21,679
510
$440K 0.02%
+1,584
511
$440K 0.02%
8,765
+792
512
$438K 0.02%
30,218
+18
513
$436K 0.02%
6,855
+437
514
$436K 0.02%
26,199
-5,098
515
$435K 0.02%
22,393
-8,783
516
$434K 0.02%
6,300
+966
517
$432K 0.02%
+1,293
518
$428K 0.02%
1,241
-40
519
$428K 0.02%
4,150
-2,384
520
$427K 0.02%
16,538
-10,708
521
$423K 0.02%
16,807
+8,085
522
$417K 0.02%
2,834
+263
523
$414K 0.02%
5,622
+69
524
$413K 0.02%
16,335
+7,296
525
$411K 0.02%
+9,984
19 20
21
22 23