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
101
$1.75M 0.2%
77,129
-12,063
102
$1.71M 0.2%
35,709
+4,725
103
$1.7M 0.2%
11,006
+518
104
$1.69M 0.2%
15,464
+1,916
105
$1.67M 0.19%
27,264
+598
106
$1.66M 0.19%
8,117
-1,315
107
$1.65M 0.19%
4,896
+191
108
$1.64M 0.19%
11,154
+217
109
$1.64M 0.19%
+50,050
110
$1.6M 0.18%
26,218
+12,437
111
$1.6M 0.18%
43,925
+3,231
112
$1.59M 0.18%
5,759
+162
113
$1.59M 0.18%
23,802
-1,068
114
$1.57M 0.18%
+52,929
115
$1.56M 0.18%
5,835
+1,853
116
$1.53M 0.18%
35,399
+1,287
117
$1.52M 0.17%
24,315
-40
118
$1.51M 0.17%
28,577
+3,246
119
$1.49M 0.17%
37,858
-140
120
$1.47M 0.17%
13,352
+1,555
121
$1.47M 0.17%
5,029
+81
122
$1.47M 0.17%
29,029
+3,256
123
$1.46M 0.17%
34,889
+27,152
124
$1.44M 0.17%
12,405
+346
125
$1.43M 0.16%
9,880
-320
3 4
5
6 7