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
$868M
AUM Growth
+$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
621
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$13.5M
3
+$10.1M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$8.43M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.25M

Top Sells

1
+$8.6M
2
+$6.65M
3
+$4.73M
4
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$4.5M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$3.05M

Sector Composition

1 Technology 7.17%
2 Financials 4.13%
3 Healthcare 2.94%
4 Consumer Discretionary 2.88%
5 Industrials 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.36M 0.39%
55,294
-43,142
52
$3.31M 0.38%
18,114
+4,716
53
$3.27M 0.38%
+80,402
54
$3.26M 0.38%
7,863
+636
55
$3.25M 0.37%
153,017
-4,116
56
$3.25M 0.37%
56,754
+7,806
57
$3.25M 0.37%
20,505
+4,926
58
$3.16M 0.36%
+60,000
59
$3.16M 0.36%
29,286
+2,962
60
$3.08M 0.36%
120,000
61
$3.07M 0.35%
153,504
+10,903
62
$3.04M 0.35%
28,430
+1,140
63
$3.01M 0.35%
119,913
+12,838
64
$3.01M 0.35%
22,213
+3,894
65
$2.92M 0.34%
17,071
+2,169
66
$2.89M 0.33%
+142,208
67
$2.71M 0.31%
30,906
-2,026
68
$2.67M 0.31%
22,222
+767
69
$2.67M 0.31%
63,934
-2,474
70
$2.64M 0.3%
41,589
+12,040
71
$2.63M 0.3%
20,344
-1,944
72
$2.49M 0.29%
15,206
+4,524
73
$2.45M 0.28%
11,009
-1,699
74
$2.42M 0.28%
20,647
+4,740
75
$2.4M 0.28%
35,063
+4,585
1 2
3
4 5