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
126
$2.88M 0.16%
56,651
-789
127
$2.88M 0.16%
21,681
+870
128
$2.85M 0.16%
58,401
-187
129
$2.84M 0.16%
56,252
-5,289
130
$2.84M 0.16%
99,476
+9,007
131
$2.83M 0.16%
5,209
+957
132
$2.79M 0.15%
+34,485
133
$2.76M 0.15%
40,362
+111
134
$2.68M 0.15%
13,288
-226
135
$2.64M 0.14%
235,695
+3,142
136
$2.47M 0.14%
18,718
+1,597
137
$2.46M 0.14%
213,776
-86
138
$2.46M 0.13%
60,094
-3,452
139
$2.45M 0.13%
29,650
-331
140
$2.45M 0.13%
73,224
+25,583
141
$2.44M 0.13%
54,397
-5,308
142
$2.43M 0.13%
53,616
-5,399
143
$2.39M 0.13%
18,069
+11,706
144
$2.37M 0.13%
6,788
-10
145
$2.37M 0.13%
20,335
+5,000
146
$2.36M 0.13%
50,321
-369
147
$2.34M 0.13%
18,816
-652
148
$2.32M 0.13%
91,523
+15,127
149
$2.32M 0.13%
25,270
+14,268
150
$2.3M 0.13%
10,362
-184
4 5
6
7 8