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
676
$273K 0.02%
7,549
-150
677
$273K 0.02%
10,112
-4,155
678
$272K 0.01%
+12,606
679
$270K 0.01%
408
+95
680
$269K 0.01%
+9,935
681
$269K 0.01%
2,947
-3,760
682
$268K 0.01%
1,044
-11
683
$268K 0.01%
31,050
+1,050
684
$267K 0.01%
7,809
-1,033
685
$267K 0.01%
+452
686
$266K 0.01%
+13,102
687
$266K 0.01%
2,045
+339
688
$266K 0.01%
+3,184
689
$262K 0.01%
1,985
-3,929
690
$261K 0.01%
1,069
+173
691
$259K 0.01%
12,538
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692
$257K 0.01%
4,309
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693
$256K 0.01%
2,339
-875
694
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+2,681
695
$255K 0.01%
+4,397
696
$255K 0.01%
19,815
-125
697
$254K 0.01%
1,171
+116
698
$252K 0.01%
2,739
+471
699
$252K 0.01%
+11,812
700
$252K 0.01%
793
-172
26 27
28
29 30