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
151
$763K 0.24%
+9,194
152
$752K 0.23%
+5,839
153
$751K 0.23%
+3,107
154
$739K 0.23%
29,133
+12,862
155
$725K 0.23%
+15,862
156
$722K 0.23%
+15,880
157
$722K 0.23%
+7,189
158
$721K 0.23%
+16,404
159
$718K 0.22%
+7,750
160
$697K 0.22%
+25,110
161
$691K 0.22%
+9,951
162
$678K 0.21%
+5,433
163
$674K 0.21%
+6,345
164
$672K 0.21%
22,425
-209
165
$664K 0.21%
+355
166
$664K 0.21%
37,151
+23,599
167
$662K 0.21%
+19,360
168
$661K 0.21%
+47,757
169
$655K 0.2%
+8,750
170
$647K 0.2%
+20,271
171
$645K 0.2%
+27,641
172
$633K 0.2%
+12,197
173
$625K 0.2%
+7,414
174
$625K 0.2%
+7,989
175
$620K 0.19%
+7,759
5 6
7
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