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
726
$230K 0.01%
+17,949
727
$230K 0.01%
+6,595
728
$229K 0.01%
+4,417
729
$228K 0.01%
+1,908
730
$228K 0.01%
871
-1,578
731
$227K 0.01%
2,805
-5
732
$227K 0.01%
1,916
-71
733
$226K 0.01%
1,926
-518
734
$225K 0.01%
2,552
-4,170
735
$224K 0.01%
+11,529
736
$224K 0.01%
+3,046
737
$224K 0.01%
4,656
-3,761
738
$223K 0.01%
11,400
-1,000
739
$223K 0.01%
11,355
+1,255
740
$221K 0.01%
+2,873
741
$220K 0.01%
270
+1
742
$220K 0.01%
17,491
+2,895
743
$219K 0.01%
+2,414
744
$219K 0.01%
2,048
+119
745
$219K 0.01%
+5,533
746
$216K 0.01%
+9,815
747
$216K 0.01%
+8,157
748
$215K 0.01%
2,842
-61
749
$214K 0.01%
+6,700
750
$214K 0.01%
2,651
-543
28 29
30
31 32