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
601
$325K 0.02%
19,702
-16,508
602
$325K 0.02%
2,508
-701
603
$324K 0.02%
2,149
+191
604
$323K 0.02%
1,553
+136
605
$322K 0.02%
12,192
-2,300
606
$322K 0.02%
590
-6
607
$322K 0.02%
10,274
-5,152
608
$322K 0.02%
+9,223
609
$320K 0.02%
5,358
-1,301
610
$320K 0.02%
+6,209
611
$319K 0.02%
+16,800
612
$319K 0.02%
+12,751
613
$318K 0.02%
1,865
-62
614
$318K 0.02%
+27,673
615
$318K 0.02%
15,316
+1,670
616
$318K 0.02%
+14,630
617
$317K 0.02%
+12,402
618
$316K 0.02%
+24,595
619
$315K 0.02%
7,411
-1,629
620
$314K 0.02%
2,372
+6
621
$314K 0.02%
31,271
-8,422
622
$313K 0.02%
6,572
+152
623
$313K 0.02%
2,770
-4,583
624
$312K 0.02%
678
-65
625
$310K 0.02%
1,534
+160
23 24
25
26 27