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
851
$1.97K ﹤0.01%
14,612
-14,703
852
$1.33K ﹤0.01%
+220
853
$1.01K ﹤0.01%
+10,609
854
$979 ﹤0.01%
+76,453
855
$940 ﹤0.01%
+12,523
856
$708 ﹤0.01%
35,237
-300
857
$374 ﹤0.01%
28,955
-2,890
858
$350 ﹤0.01%
10,000
859
$327 ﹤0.01%
+10,914
860
$307 ﹤0.01%
98,917
861
$243 ﹤0.01%
12,156
-7,333
862
– –
-20,000
863
– –
-17,851
864
– –
-13,289
865
– –
-10,000
866
– –
-38,837
867
– –
-14,295
868
– –
-10,900
869
– –
-20,000
870
– –
-50,464
871
– –
-18,000
872
– –
-10,000
873
– –
-10,000
874
– –
-15,318
875
– –
-25,000
33 34
35
36 37