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
526
$200K 0.02%
+6,665
527
$188K 0.02%
+19,194
528
$184K 0.02%
+10,085
529
$184K 0.02%
22,900
-2,142
530
$171K 0.02%
+18,645
531
$169K 0.02%
164,250
-76,550
532
$139K 0.02%
33,922
-511,905
533
$136K 0.02%
+13,679
534
$135K 0.02%
+10,173
535
$131K 0.02%
+21,400
536
$130K 0.02%
+13,353
537
$124K 0.01%
+12,500
538
$122K 0.01%
13,500
539
$120K 0.01%
+12,100
540
$120K 0.01%
+6,125
541
$108K 0.01%
+10,000
542
$97.6K 0.01%
+10,000
543
$86.6K 0.01%
+15,896
544
$80.3K 0.01%
+24,402
545
$78.7K 0.01%
+10,019
546
$64.9K 0.01%
+14,954
547
$56.5K 0.01%
+31,238
548
$49.4K 0.01%
+11,001
549
$46.6K 0.01%
+16,636
550
$46K 0.01%
879
20 21
22
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