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
1001
– –
-2,847
1002
– –
-77,271
1003
– –
-6,416
1004
– –
-4,305
1005
– –
-94,000
1006
– –
-179,500
1007
– –
-3,088
1008
– –
-4,198
1009
– –
-2,425
1010
– –
-6,140
1011
– –
-255
1012
– –
-1,022
1013
– –
-26,292
1014
– –
-503
1015
– –
-12,434
1016
– –
-21,232
1017
– –
-7,711
1018
– –
-4,026
1019
– –
-18,618
1020
– –
-11,002
1021
– –
-2,990
1022
– –
-3,076
1023
– –
-4,158
1024
– –
-4,005
1025
– –
-10,626
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