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
126
$1.42M 0.16%
32,841
+2,108
127
$1.41M 0.16%
54,217
+825
128
$1.41M 0.16%
20,202
+3,031
129
$1.41M 0.16%
12,199
+634
130
$1.41M 0.16%
18,171
+6,588
131
$1.4M 0.16%
15,631
+606
132
$1.4M 0.16%
5,350
+75
133
$1.36M 0.16%
+915
134
$1.36M 0.16%
17,198
+5,547
135
$1.35M 0.16%
7,181
+2,125
136
$1.35M 0.16%
13,101
+1,755
137
$1.32M 0.15%
5,212
+563
138
$1.31M 0.15%
5,862
-1,511
139
$1.27M 0.15%
12,180
-2,159
140
$1.27M 0.15%
+4,507
141
$1.26M 0.15%
4,883
+490
142
$1.24M 0.14%
49,045
-3,191
143
$1.23M 0.14%
53,984
-710
144
$1.22M 0.14%
30,932
+2,277
145
$1.22M 0.14%
25,702
+293
146
$1.21M 0.14%
24,628
-417
147
$1.2M 0.14%
5,546
+929
148
$1.18M 0.14%
23,073
+6,750
149
$1.17M 0.14%
7,480
+564
150
$1.16M 0.13%
106,203
-5,648
4 5
6
7 8