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
551
$374K 0.02%
19,726
+1,295
552
$373K 0.02%
18,723
+7,709
553
$372K 0.02%
868
+91
554
$372K 0.02%
+4,270
555
$370K 0.02%
36,059
+2,293
556
$369K 0.02%
5,059
+1,276
557
$366K 0.02%
+7,937
558
$366K 0.02%
11,785
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559
$365K 0.02%
4,983
+259
560
$363K 0.02%
1,077
-24
561
$362K 0.02%
3,490
-1,187
562
$360K 0.02%
+3,515
563
$357K 0.02%
9,202
-1,475
564
$355K 0.02%
1,173
-63
565
$354K 0.02%
10,566
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566
$353K 0.02%
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567
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758
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568
$353K 0.02%
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569
$352K 0.02%
7,485
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570
$352K 0.02%
693
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571
$351K 0.02%
1,959
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572
$351K 0.02%
+11,172
573
$350K 0.02%
2,287
+261
574
$348K 0.02%
1,439
+21
575
$348K 0.02%
3,769
-427
21 22
23
24 25