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
201
$1.66M 0.09%
31,237
+811
202
$1.62M 0.09%
8,390
-14,964
203
$1.61M 0.09%
5,144
+2,884
204
$1.59M 0.09%
20,289
+2,708
205
$1.59M 0.09%
7,504
-1,401
206
$1.57M 0.09%
9,551
+490
207
$1.57M 0.09%
41,902
-96
208
$1.55M 0.09%
9,002
-75
209
$1.55M 0.09%
50,106
+20,441
210
$1.55M 0.08%
12,722
+1,998
211
$1.54M 0.08%
31,387
+2,181
212
$1.53M 0.08%
2,493
+277
213
$1.52M 0.08%
36,003
+30,938
214
$1.5M 0.08%
8,649
+14
215
$1.49M 0.08%
29,840
+1,241
216
$1.48M 0.08%
47,420
+5,890
217
$1.47M 0.08%
62,811
+8,295
218
$1.46M 0.08%
3,900
+584
219
$1.45M 0.08%
3,784
+138
220
$1.44M 0.08%
7,297
-2,178
221
$1.43M 0.08%
18,704
-535
222
$1.43M 0.08%
6,766
+301
223
$1.43M 0.08%
4,548
-55
224
$1.42M 0.08%
10,146
-1,219
225
$1.41M 0.08%
22,238
+3,574
7 8
9
10 11