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
651
$290K 0.02%
2,593
+169
652
$290K 0.02%
+2,658
653
$289K 0.02%
12,629
-2,151
654
$289K 0.02%
4,965
-459
655
$289K 0.02%
17,680
-1,067
656
$287K 0.02%
+2,094
657
$285K 0.02%
10,771
-1,646
658
$285K 0.02%
+5,148
659
$285K 0.02%
30,065
+10
660
$284K 0.02%
5,500
-42
661
$284K 0.02%
+9,679
662
$283K 0.02%
+10,620
663
$283K 0.02%
11,078
+700
664
$282K 0.02%
+8,493
665
$281K 0.02%
4,316
+101
666
$281K 0.02%
1,187
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667
$281K 0.02%
2,082
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668
$280K 0.02%
7,460
+58
669
$279K 0.02%
2,403
-1,887
670
$277K 0.02%
+4,339
671
$275K 0.02%
6,646
-691
672
$275K 0.02%
+9,413
673
$275K 0.02%
+5,609
674
$274K 0.02%
2,144
+245
675
$274K 0.02%
2,267
+256
25 26
27
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