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
126
$929K 0.29%
+21,432
127
$923K 0.29%
+10,255
128
$921K 0.29%
+8,772
129
$911K 0.28%
+29,646
130
$895K 0.28%
+26,826
131
$883K 0.28%
+5,532
132
$870K 0.27%
+19,197
133
$868K 0.27%
+24,960
134
$867K 0.27%
+16,560
135
$866K 0.27%
+25,206
136
$866K 0.27%
+9,235
137
$862K 0.27%
+12,865
138
$851K 0.27%
+15,102
139
$821K 0.26%
+13,525
140
$810K 0.25%
+20,144
141
$807K 0.25%
+2,395
142
$807K 0.25%
+16,921
143
$797K 0.25%
+8,800
144
$794K 0.25%
+6,706
145
$790K 0.25%
14,442
+2,334
146
$788K 0.25%
+6,064
147
$781K 0.24%
+20,212
148
$779K 0.24%
+11,440
149
$773K 0.24%
22,099
+11,115
150
$772K 0.24%
+19,928
4 5
6
7 8