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
626
$307K 0.02%
6,090
627
$307K 0.02%
+17,641
628
$307K 0.02%
9,791
+36
629
$305K 0.02%
163
+29
630
$305K 0.02%
26,250
+100
631
$304K 0.02%
6,072
+833
632
$303K 0.02%
2,784
-82
633
$303K 0.02%
4,129
+892
634
$302K 0.02%
1,239
+43
635
$301K 0.02%
+9,111
636
$301K 0.02%
4,042
+1,284
637
$300K 0.02%
+8,679
638
$300K 0.02%
+3,732
639
$299K 0.02%
105,048
+4,548
640
$299K 0.02%
+2,979
641
$298K 0.02%
6,390
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642
$298K 0.02%
10,001
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643
$294K 0.02%
4,614
-287
644
$294K 0.02%
6,635
+523
645
$293K 0.02%
+4,906
646
$293K 0.02%
+6,226
647
$292K 0.02%
4,213
648
$292K 0.02%
+5,762
649
$292K 0.02%
5,065
650
$291K 0.02%
5,402
-23
24 25
26
27 28