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
151
$1.15M 0.13%
32,657
-5,025
152
$1.15M 0.13%
18,563
+780
153
$1.14M 0.13%
20,431
+757
154
$1.13M 0.13%
17,204
+2,401
155
$1.13M 0.13%
+773
156
$1.13M 0.13%
13,852
+2,867
157
$1.11M 0.13%
41,717
+3,655
158
$1.1M 0.13%
8,233
+1,116
159
$1.1M 0.13%
19,198
-311
160
$1.09M 0.13%
42,220
+2,297
161
$1.08M 0.12%
13,393
+681
162
$1.06M 0.12%
8,024
-953
163
$1.05M 0.12%
56,711
+2,071
164
$1.03M 0.12%
35,645
+2,794
165
$1.02M 0.12%
16,434
-3,092
166
$1.02M 0.12%
8,619
-18
167
$1.02M 0.12%
4,947
+1,949
168
$1.02M 0.12%
22,941
+1,474
169
$1.01M 0.12%
37,626
+5,747
170
$1.01M 0.12%
17,033
-777
171
$994K 0.11%
19,744
+8,186
172
$987K 0.11%
45,905
-12,405
173
$987K 0.11%
17,403
+6,895
174
$985K 0.11%
34,248
-1,540
175
$985K 0.11%
8,330
-1,671
5 6
7
8 9