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
51
$6.78M 0.37%
8,214
+229
52
$6.77M 0.37%
42,341
+2,099
53
$6.66M 0.37%
79,996
-4,804
54
$6.61M 0.36%
112,932
-820
55
$6.55M 0.36%
12,292
-227
56
$6.54M 0.36%
108,901
-29,578
57
$6.38M 0.35%
63,367
+10,782
58
$6.37M 0.35%
37,950
+3,036
59
$6.34M 0.35%
127,354
-21,220
60
$6.33M 0.35%
72,045
-1,088
61
$6.2M 0.34%
254,893
-38,323
62
$6.09M 0.33%
197,878
+11,120
63
$6.06M 0.33%
117,581
-881
64
$6.02M 0.33%
10,988
-123
65
$5.96M 0.33%
34,497
+7,199
66
$5.79M 0.32%
78,885
+3,132
67
$5.74M 0.31%
18,422
-38
68
$5.72M 0.31%
33,220
+212
69
$5.69M 0.31%
62,972
+3,388
70
$5.6M 0.31%
37,304
-1,051
71
$5.37M 0.29%
120,522
-1,159
72
$5.25M 0.29%
20,294
+1,196
73
$5.22M 0.29%
39,801
+1,918
74
$5.2M 0.28%
42,906
+5,479
75
$5.17M 0.28%
88,626
-17,729
1 2
3
4 5