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
76
$5.15M 0.28%
19,316
+783
77
$5.1M 0.28%
19,645
+670
78
$4.94M 0.27%
55,160
-20,362
79
$4.94M 0.27%
112,965
-28,398
80
$4.78M 0.26%
48,369
+18,313
81
$4.78M 0.26%
39,891
-4,337
82
$4.76M 0.26%
+94,614
83
$4.76M 0.26%
34,073
-822
84
$4.76M 0.26%
77,075
+1,884
85
$4.49M 0.25%
21,735
-3,293
86
$4.35M 0.24%
27,740
-5,379
87
$4.34M 0.24%
350,716
+1,656
88
$4.31M 0.24%
21,609
+296
89
$4.29M 0.23%
54,363
+5,120
90
$4.26M 0.23%
150,576
+1,952
91
$4.21M 0.23%
170,179
+6,728
92
$4.18M 0.23%
35,856
+3,097
93
$4.16M 0.23%
41,370
+11,422
94
$4.13M 0.23%
56,118
+27,765
95
$4.07M 0.22%
9,691
+3,424
96
$4M 0.22%
45,435
-985
97
$3.96M 0.22%
7,560
-398
98
$3.95M 0.22%
51,578
+6,637
99
$3.94M 0.22%
4,161
+343
100
$3.93M 0.22%
8,805
+111
2 3
4
5 6