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
201
$517K 0.16%
+68,878
202
$515K 0.16%
16,674
+5,182
203
$503K 0.16%
129,951
+74,158
204
$502K 0.16%
+19,976
205
$500K 0.16%
+2,246
206
$496K 0.15%
+7,066
207
$495K 0.15%
+11,068
208
$494K 0.15%
+8,239
209
$491K 0.15%
+7,002
210
$488K 0.15%
+11,076
211
$475K 0.15%
+22,134
212
$471K 0.15%
+5,924
213
$465K 0.15%
+6,691
214
$464K 0.14%
+5,940
215
$463K 0.14%
+8,430
216
$458K 0.14%
+8,804
217
$458K 0.14%
+3,392
218
$457K 0.14%
+14,195
219
$445K 0.14%
+37,056
220
$433K 0.14%
+4,927
221
$433K 0.14%
+6,335
222
$429K 0.13%
+3,230
223
$425K 0.13%
+8,656
224
$425K 0.13%
+9,398
225
$419K 0.13%
+6,708
7 8
9
10 11