SG

StoneX Group Portfolio holdings

AUM $2.06B
1-Year Est. Return 18.44%
This Quarter Est. Return
1 Year Est. Return
+18.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$320M
AUM Growth
+$276M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$4.35M
2
+$3.61M
3
+$3.12M
4
AAPL icon
Apple
AAPL
+$2.88M
5
BND icon
Vanguard Total Bond Market
BND
+$2.82M

Top Sells

1
+$1.49M
2
+$1.34M
3
+$774K
4
SDOG icon
ALPS Sector Dividend Dogs ETF
SDOG
+$573K
5
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$345K

Sector Composition

1 Healthcare 12.54%
2 Technology 10.15%
3 Financials 7.62%
4 Industrials 6.85%
5 Energy 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.36M 0.42%
24,102
+11,548
77
$1.35M 0.42%
+25,692
78
$1.34M 0.42%
+9,394
79
$1.34M 0.42%
+36,712
80
$1.33M 0.42%
+23,450
81
$1.33M 0.41%
+9,658
82
$1.31M 0.41%
+26,980
83
$1.24M 0.39%
25,142
+10,628
84
$1.23M 0.38%
+21,228
85
$1.22M 0.38%
+4,489
86
$1.22M 0.38%
+18,010
87
$1.21M 0.38%
+10,196
88
$1.2M 0.37%
+24,012
89
$1.2M 0.37%
+16,186
90
$1.19M 0.37%
+9,019
91
$1.18M 0.37%
+9,390
92
$1.16M 0.36%
+19,535
93
$1.16M 0.36%
+14,758
94
$1.15M 0.36%
+57,380
95
$1.14M 0.36%
+17,686
96
$1.14M 0.36%
+21,898
97
$1.14M 0.35%
23,711
+9,901
98
$1.12M 0.35%
+7,589
99
$1.11M 0.35%
32,549
+19,365
100
$1.11M 0.35%
+14,479
2 3
4
5 6