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
701
$252K 0.01%
3,524
-153
702
$251K 0.01%
2,478
+33
703
$250K 0.01%
7,387
-1,850
704
$249K 0.01%
7,473
-2,658
705
$248K 0.01%
+1,238
706
$248K 0.01%
3,179
-827
707
$247K 0.01%
7,021
708
$246K 0.01%
+10,862
709
$246K 0.01%
+4,111
710
$245K 0.01%
6,223
-7,555
711
$245K 0.01%
24,515
+23
712
$244K 0.01%
12,319
-11,580
713
$242K 0.01%
4,956
-585
714
$242K 0.01%
16,693
+57
715
$241K 0.01%
+8,430
716
$240K 0.01%
14,614
+887
717
$239K 0.01%
+4,474
718
$238K 0.01%
+1,304
719
$237K 0.01%
+13,718
720
$237K 0.01%
+4,966
721
$235K 0.01%
+3,476
722
$235K 0.01%
+5,959
723
$234K 0.01%
7,857
+2,551
724
$234K 0.01%
6,090
-47
725
$233K 0.01%
3,410
-2,307
27 28
29
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