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
$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
VEA icon
126
Vanguard FTSE Developed Markets ETF
VEA
$179B
$2.88M 0.16%
56,651
-789
ABT icon
127
Abbott
ABT
$220B
$2.88M 0.16%
21,681
+870
BNDX icon
128
Vanguard Total International Bond ETF
BNDX
$69.8B
$2.85M 0.16%
58,401
-187
KNG icon
129
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
$3.66B
$2.84M 0.16%
56,252
-5,289
KMI icon
130
Kinder Morgan
KMI
$58.3B
$2.84M 0.16%
99,476
+9,007
VGT icon
131
Vanguard Information Technology ETF
VGT
$110B
$2.83M 0.16%
5,209
+957
ARGT icon
132
Global X MSCI Argentina ETF
ARGT
$689M
$2.79M 0.15%
+34,485
MDLZ icon
133
Mondelez International
MDLZ
$78.9B
$2.76M 0.15%
40,362
+111
ADI icon
134
Analog Devices
ADI
$120B
$2.68M 0.15%
13,288
-226
NEA icon
135
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.41B
$2.64M 0.14%
235,695
+3,142
VLO icon
136
Valero Energy
VLO
$53.8B
$2.47M 0.14%
18,718
+1,597
NAD icon
137
Nuveen Quality Municipal Income Fund
NAD
$2.76B
$2.46M 0.14%
213,776
-86
CFG icon
138
Citizens Financial Group
CFG
$22B
$2.46M 0.13%
60,094
-3,452
SHY icon
139
iShares 1-3 Year Treasury Bond ETF
SHY
$24.2B
$2.45M 0.13%
29,650
-331
OAIM icon
140
OneAscent International Equity ETF
OAIM
$234M
$2.45M 0.13%
73,224
+25,583
BITB icon
141
Bitwise Bitcoin ETF
BITB
$4.23B
$2.44M 0.13%
54,397
-5,308
VZ icon
142
Verizon
VZ
$162B
$2.43M 0.13%
53,616
-5,399
RTX icon
143
RTX Corp
RTX
$240B
$2.39M 0.13%
18,069
+11,706
SHW icon
144
Sherwin-Williams
SHW
$82.7B
$2.37M 0.13%
6,788
-10
PPA icon
145
Invesco Aerospace & Defense ETF
PPA
$6.75B
$2.37M 0.13%
20,335
+5,000
IBIT icon
146
iShares Bitcoin Trust
IBIT
$84.3B
$2.36M 0.13%
50,321
-369
IJT icon
147
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.33B
$2.34M 0.13%
18,816
-652
PFE icon
148
Pfizer
PFE
$140B
$2.32M 0.13%
91,523
+15,127
BIL icon
149
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$42.1B
$2.32M 0.13%
25,270
+14,268
FDN icon
150
First Trust Dow Jones Internet Index Fund ETF
FDN
$7.64B
$2.3M 0.13%
10,362
-184
4 5
6
7 8