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
826
$8.25K ﹤0.01%
+318
827
$8.16K ﹤0.01%
+17,524
828
$7.02K ﹤0.01%
+86,999
829
$6.77K ﹤0.01%
19,348
-100,108
830
$6.21K ﹤0.01%
+777
831
$5.69K ﹤0.01%
+675
832
$4.76K ﹤0.01%
+23
833
$4.35K ﹤0.01%
+67
834
$4.2K ﹤0.01%
+13,497
835
$4.08K ﹤0.01%
+10,095
836
$3.57K ﹤0.01%
+13,234
837
$3.45K ﹤0.01%
+28,730
838
$3.44K ﹤0.01%
18,400
-1,600
839
$3.33K ﹤0.01%
+10,732
840
$3.22K ﹤0.01%
14,637
-69,451
841
$3.19K ﹤0.01%
+13,215
842
$2.98K ﹤0.01%
+84,178
843
$2.94K ﹤0.01%
+225,806
844
$2.88K ﹤0.01%
30,351
-18,132
845
$2.64K ﹤0.01%
283,650
-215
846
$2.55K ﹤0.01%
+1,190
847
$2.23K ﹤0.01%
+49,656
848
$2.07K ﹤0.01%
35,125
-3,256
849
$2.06K ﹤0.01%
+104,045
850
$2.05K ﹤0.01%
+508
32 33
34
35 36