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
526
$411K 0.02%
802
-196
527
$409K 0.02%
3,927
-2,573
528
$408K 0.02%
1,212
+237
529
$408K 0.02%
1,180
+92
530
$408K 0.02%
5,592
-14,756
531
$407K 0.02%
6,394
+1,484
532
$407K 0.02%
50,780
+15,781
533
$404K 0.02%
26,455
+2,480
534
$401K 0.02%
6,841
-406
535
$400K 0.02%
+16,533
536
$400K 0.02%
2,980
+1,061
537
$397K 0.02%
2,081
+399
538
$397K 0.02%
2,471
+572
539
$397K 0.02%
4,869
-124
540
$396K 0.02%
+15,872
541
$395K 0.02%
+8,618
542
$386K 0.02%
15,963
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543
$384K 0.02%
1,447
-50
544
$382K 0.02%
3,005
-351
545
$382K 0.02%
2,173
+289
546
$381K 0.02%
5,134
+270
547
$381K 0.02%
5,152
+2,610
548
$380K 0.02%
+1,434
549
$379K 0.02%
4,037
+265
550
$378K 0.02%
23,366
-931
20 21
22
23 24