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
176
$1.99M 0.11%
32,789
+262
177
$1.98M 0.11%
24,475
-2,904
178
$1.97M 0.11%
9,829
+315
179
$1.94M 0.11%
55,585
-15,076
180
$1.92M 0.11%
52,815
+2,599
181
$1.85M 0.1%
105,413
+1,471
182
$1.85M 0.1%
40,862
+767
183
$1.85M 0.1%
7,343
-748
184
$1.84M 0.1%
67,406
+50
185
$1.84M 0.1%
39,878
+3,007
186
$1.82M 0.1%
23,654
+4,091
187
$1.8M 0.1%
5,815
-6
188
$1.78M 0.1%
7,158
-206
189
$1.76M 0.1%
94,504
-234
190
$1.75M 0.1%
10,269
+470
191
$1.75M 0.1%
70,049
+5,917
192
$1.75M 0.1%
46,403
+66
193
$1.73M 0.09%
5,253
+214
194
$1.73M 0.09%
147,503
-2,497
195
$1.72M 0.09%
24,647
-1,007
196
$1.72M 0.09%
27,849
-22,037
197
$1.7M 0.09%
63,760
+14,432
198
$1.69M 0.09%
24,293
-13
199
$1.68M 0.09%
5,504
+3,324
200
$1.67M 0.09%
16,036
+955
6 7
8
9 10