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
101
$3.92M 0.22%
320,904
+2,741
102
$3.92M 0.22%
67,757
+350
103
$3.89M 0.21%
45,505
+688
104
$3.89M 0.21%
77,259
+6,581
105
$3.78M 0.21%
34,481
+25
106
$3.67M 0.2%
142,244
+134,288
107
$3.54M 0.19%
23,039
+551
108
$3.5M 0.19%
48,744
-3,031
109
$3.47M 0.19%
84,403
+3,054
110
$3.47M 0.19%
17,232
-778
111
$3.43M 0.19%
18,215
+16,676
112
$3.34M 0.18%
15,268
-24
113
$3.3M 0.18%
35,321
+11
114
$3.3M 0.18%
17,919
-359
115
$3.28M 0.18%
117,166
+8,376
116
$3.25M 0.18%
31,043
-144
117
$3.24M 0.18%
75,861
+123
118
$3.2M 0.18%
28,982
+18,115
119
$3.18M 0.17%
93,003
+1,005
120
$3.15M 0.17%
188,966
-6,603
121
$3.14M 0.17%
10,882
+2,331
122
$3.09M 0.17%
12,435
+861
123
$3.08M 0.17%
153,199
+3,108
124
$3.04M 0.17%
13,022
-386
125
$2.93M 0.16%
31,380
-310
3 4
5
6 7