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
576
$348K 0.02%
14,477
+192
577
$347K 0.02%
9,002
-17,687
578
$347K 0.02%
17,313
-837
579
$345K 0.02%
8,430
+220
580
$345K 0.02%
3,788
+628
581
$343K 0.02%
+6,263
582
$342K 0.02%
+2,535
583
$342K 0.02%
1,493
+366
584
$342K 0.02%
4,143
-230
585
$340K 0.02%
2,114
-466
586
$336K 0.02%
1,970
+62
587
$335K 0.02%
+3,474
588
$334K 0.02%
21,952
+9,062
589
$334K 0.02%
13,453
590
$333K 0.02%
+1,936
591
$332K 0.02%
1,782
-1,507
592
$332K 0.02%
+7,801
593
$331K 0.02%
11,700
-62
594
$331K 0.02%
6,665
+184
595
$331K 0.02%
682
+12
596
$330K 0.02%
+14,282
597
$330K 0.02%
15,898
+3,011
598
$329K 0.02%
12,600
+2,000
599
$329K 0.02%
9,056
+1,956
600
$328K 0.02%
+12,724
22 23
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