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
751
$214K 0.01%
9,152
+303
752
$212K 0.01%
+5,204
753
$212K 0.01%
+5,048
754
$212K 0.01%
+8,762
755
$212K 0.01%
+6,877
756
$212K 0.01%
7,067
+155
757
$211K 0.01%
+2,952
758
$211K 0.01%
8,717
-621
759
$210K 0.01%
5,930
+1,234
760
$210K 0.01%
21,207
-2,709
761
$210K 0.01%
1,359
-542
762
$210K 0.01%
+10,275
763
$209K 0.01%
6,783
-7,582
764
$209K 0.01%
+2,255
765
$208K 0.01%
+4,126
766
$208K 0.01%
3,140
-35
767
$207K 0.01%
8,820
-1,200
768
$207K 0.01%
24,392
+531
769
$206K 0.01%
+7,554
770
$205K 0.01%
8,671
+183
771
$204K 0.01%
3,758
-1,464
772
$204K 0.01%
+8,112
773
$204K 0.01%
+8,375
774
$203K 0.01%
+8,533
775
$203K 0.01%
+4,043
29 30
31
32 33