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
151
$2.28M 0.13%
+26,510
152
$2.24M 0.12%
8,328
+518
153
$2.16M 0.12%
15,657
+739
154
$2.15M 0.12%
134,763
+4,483
155
$2.15M 0.12%
138,091
-2,312
156
$2.15M 0.12%
35,446
-4,129
157
$2.14M 0.12%
90,079
+9,845
158
$2.11M 0.12%
17,301
+1,229
159
$2.11M 0.12%
31,089
+2,483
160
$2.08M 0.11%
31,917
+3,583
161
$2.07M 0.11%
29,256
-2,346
162
$2.07M 0.11%
66,317
+41,980
163
$2.07M 0.11%
51,649
-4,480
164
$2.07M 0.11%
27,311
+1,163
165
$2.06M 0.11%
46,109
+2,084
166
$2.05M 0.11%
44,888
+4,369
167
$2.05M 0.11%
52,180
+721
168
$2.05M 0.11%
14,057
-16,312
169
$2.04M 0.11%
+187,728
170
$2.04M 0.11%
34,531
+844
171
$2.03M 0.11%
18,475
-737
172
$2.03M 0.11%
86,283
+15,222
173
$2.02M 0.11%
69,389
+1,528
174
$2.02M 0.11%
54,737
+3,561
175
$1.99M 0.11%
4,004
+694
5 6
7
8 9