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
176
$619K 0.19%
+13,527
177
$615K 0.19%
+4,231
178
$615K 0.19%
+15,577
179
$613K 0.19%
+26,405
180
$612K 0.19%
+9,419
181
$612K 0.19%
+17,537
182
$611K 0.19%
+27,480
183
$605K 0.19%
+9,194
184
$598K 0.19%
+11,748
185
$589K 0.18%
+4,888
186
$580K 0.18%
+10,909
187
$573K 0.18%
+2,688
188
$572K 0.18%
+22,217
189
$571K 0.18%
+11,410
190
$569K 0.18%
+8,729
191
$563K 0.18%
+9,242
192
$562K 0.18%
+7,280
193
$554K 0.17%
+19,108
194
$554K 0.17%
+10,015
195
$553K 0.17%
+4,646
196
$550K 0.17%
+9,501
197
$547K 0.17%
+4,034
198
$542K 0.17%
+21,474
199
$528K 0.16%
+6,035
200
$524K 0.16%
17,435
+5,793
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8
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