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
$868M
AUM Growth
+$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
621
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$13.5M
3
+$10.1M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$8.43M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.25M

Top Sells

1
+$8.6M
2
+$6.65M
3
+$4.73M
4
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$4.5M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$3.05M

Sector Composition

1 Technology 7.17%
2 Financials 4.13%
3 Healthcare 2.94%
4 Consumer Discretionary 2.88%
5 Industrials 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.36M 0.27%
31,062
+238
77
$2.35M 0.27%
48,468
+5,154
78
$2.34M 0.27%
7,824
+1,375
79
$2.32M 0.27%
16,020
+4,160
80
$2.3M 0.26%
3,815
+454
81
$2.28M 0.26%
19,626
+14,611
82
$2.23M 0.26%
10,410
+3,914
83
$2.15M 0.25%
30,308
+3,254
84
$2.13M 0.24%
31,940
+10,590
85
$2.08M 0.24%
16,116
+3,955
86
$2.07M 0.24%
18,663
+10,025
87
$2.06M 0.24%
80,300
+2,952
88
$2.05M 0.24%
34,708
+10,387
89
$2.04M 0.23%
3,587
+77
90
$2.01M 0.23%
3,999
+739
91
$1.96M 0.23%
37,806
+8,168
92
$1.94M 0.22%
+50,000
93
$1.93M 0.22%
11,017
+3,002
94
$1.91M 0.22%
+11,006
95
$1.91M 0.22%
10,930
+142
96
$1.87M 0.22%
40,086
+1,006
97
$1.86M 0.21%
11,528
+382
98
$1.79M 0.21%
21,088
+7,662
99
$1.79M 0.21%
28,090
+14,729
100
$1.77M 0.2%
+73,639
2 3
4
5 6