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
101
$1.11M 0.35%
+15,678
102
$1.11M 0.35%
+19,883
103
$1.1M 0.34%
+47,370
104
$1.1M 0.34%
+17,390
105
$1.1M 0.34%
+13,125
106
$1.09M 0.34%
+14,553
107
$1.08M 0.34%
+66,171
108
$1.06M 0.33%
+12,554
109
$1.04M 0.32%
+20,898
110
$1.03M 0.32%
7,996
+4,958
111
$1.03M 0.32%
+13,162
112
$1.01M 0.31%
39,347
+28,110
113
$1M 0.31%
+10,560
114
$1M 0.31%
+30,270
115
$982K 0.31%
+12,480
116
$974K 0.3%
+5,832
117
$970K 0.3%
+22,619
118
$955K 0.3%
+12,141
119
$950K 0.3%
+12,185
120
$945K 0.3%
+20,132
121
$943K 0.29%
+9,357
122
$942K 0.29%
38,196
+11,028
123
$939K 0.29%
19,622
+9,232
124
$935K 0.29%
+10,532
125
$933K 0.29%
+33,692
3 4
5
6 7