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
801
$120K 0.01%
+18,218
802
$109K 0.01%
+15,095
803
$98.9K 0.01%
22,640
+175
804
$91.1K 0.01%
10,369
+16
805
$91.1K 0.01%
51,192
+1,049
806
$90.7K 0.01%
+10,785
807
$90.5K 0.01%
+722
808
$83K ﹤0.01%
14,376
+3,482
809
$80.2K ﹤0.01%
+10,127
810
$74.8K ﹤0.01%
+1,027
811
$63.5K ﹤0.01%
+14,147
812
$39.7K ﹤0.01%
34,220
+8,471
813
$24.7K ﹤0.01%
112,231
+4,415
814
$17.8K ﹤0.01%
+11,837
815
$17.7K ﹤0.01%
26,600
-1,000
816
$15.6K ﹤0.01%
+10,068
817
$13.5K ﹤0.01%
+15,200
818
$12.8K ﹤0.01%
+14,058
819
$11.3K ﹤0.01%
+364
820
$9.65K ﹤0.01%
+13,669
821
$9.49K ﹤0.01%
+55,048
822
$9.4K ﹤0.01%
+12,448
823
$9.24K ﹤0.01%
659,913
-94,688
824
$8.64K ﹤0.01%
15,617
+522
825
$8.52K ﹤0.01%
34,091
-30,048
31 32
33
34 35