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
776
$202K 0.01%
+7,747
777
$202K 0.01%
+4,807
778
$200K 0.01%
+1,847
779
$199K 0.01%
15,065
+65
780
$194K 0.01%
19,496
+29
781
$193K 0.01%
18,666
+466
782
$191K 0.01%
25,303
783
$189K 0.01%
+16,929
784
$183K 0.01%
12,062
+283
785
$182K 0.01%
14,631
786
$176K 0.01%
+4,793
787
$172K 0.01%
13,365
-54
788
$167K 0.01%
+2,047
789
$162K 0.01%
+11,293
790
$159K 0.01%
29,581
+4,395
791
$151K 0.01%
13,319
-316
792
$150K 0.01%
10,331
793
$145K 0.01%
+10,044
794
$142K 0.01%
11,090
-190
795
$138K 0.01%
+2,114
796
$135K 0.01%
12,929
797
$133K 0.01%
10,599
-1,248
798
$131K 0.01%
+14,879
799
$122K 0.01%
+11,333
800
$121K 0.01%
+46,501
30 31
32
33 34