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
551
$42.4K ﹤0.01%
14,000
552
$38.9K ﹤0.01%
+65,100
553
$34.5K ﹤0.01%
+31,400
554
$34.4K ﹤0.01%
+2,090
555
$33.3K ﹤0.01%
+42,214
556
$32.7K ﹤0.01%
+1,846
557
$28.2K ﹤0.01%
+238
558
$19.6K ﹤0.01%
+1,000
559
$18.9K ﹤0.01%
+32,600
560
$14.5K ﹤0.01%
+19,576
561
$13.4K ﹤0.01%
+17,578
562
$12.7K ﹤0.01%
+24,900
563
$12.6K ﹤0.01%
+20,000
564
$11.3K ﹤0.01%
+12,700
565
$9.28K ﹤0.01%
+14,725
566
$9.25K ﹤0.01%
+20,877
567
$9.22K ﹤0.01%
+11,820
568
$8.42K ﹤0.01%
+11,100
569
$7.99K ﹤0.01%
+12,110
570
$7.57K ﹤0.01%
+10,095
571
$7.55K ﹤0.01%
+10,000
572
$6.6K ﹤0.01%
+10,000
573
$6.17K ﹤0.01%
+1,066
574
$6.13K ﹤0.01%
20,000
575
$5.2K ﹤0.01%
+10,000
21 22
23
24 25