SG

StoneX Group Portfolio holdings

AUM $2.06B
1-Year Est. Return 18.44%
This Quarter Est. Return
1 Year Est. Return
+18.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$320M
AUM Growth
+$276M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$4.35M
2
+$3.61M
3
+$3.12M
4
AAPL icon
Apple
AAPL
+$2.88M
5
BND icon
Vanguard Total Bond Market
BND
+$2.82M

Top Sells

1
+$1.49M
2
+$1.34M
3
+$774K
4
SDOG icon
ALPS Sector Dividend Dogs ETF
SDOG
+$573K
5
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$345K

Sector Composition

1 Healthcare 12.54%
2 Technology 10.15%
3 Financials 7.62%
4 Industrials 6.85%
5 Energy 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.64M 0.51%
30,446
+18,328
52
$1.64M 0.51%
+15,785
53
$1.63M 0.51%
+6,688
54
$1.62M 0.51%
+17,468
55
$1.61M 0.5%
26,969
+13,250
56
$1.61M 0.5%
25,088
+13,821
57
$1.58M 0.49%
+10,999
58
$1.56M 0.49%
26,790
+15,219
59
$1.54M 0.48%
+10,185
60
$1.54M 0.48%
+11,385
61
$1.53M 0.48%
53,304
+29,348
62
$1.48M 0.46%
+18,187
63
$1.47M 0.46%
23,131
+10,900
64
$1.46M 0.46%
+12,654
65
$1.44M 0.45%
26,961
+15,377
66
$1.44M 0.45%
40,952
+23,081
67
$1.44M 0.45%
+10,467
68
$1.42M 0.44%
+28,570
69
$1.42M 0.44%
36,777
+20,102
70
$1.41M 0.44%
51,305
+26,820
71
$1.4M 0.44%
+30,586
72
$1.4M 0.44%
+17,607
73
$1.37M 0.43%
+13,240
74
$1.37M 0.43%
+28,384
75
$1.36M 0.43%
+15,230
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3
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