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
1
$4.78M 1.49%
167,636
+85,078
2
$4.57M 1.43%
126,900
+80,088
3
$4.35M 1.36%
+32,909
4
$3.75M 1.17%
46,389
+30,024
5
$3.61M 1.13%
+32,650
6
$3.53M 1.1%
33,875
+19,374
7
$3.26M 1.02%
40,559
+29,968
8
$3.12M 0.97%
+69,271
9
$2.99M 0.93%
40,148
+29,240
10
$2.91M 0.91%
47,640
+27,115
11
$2.83M 0.88%
41,018
+28,238
12
$2.82M 0.88%
+34,470
13
$2.67M 0.83%
+29,182
14
$2.66M 0.83%
59,400
+33,937
15
$2.59M 0.81%
42,164
+30,420
16
$2.55M 0.8%
+26,375
17
$2.52M 0.79%
+71,916
18
$2.5M 0.78%
16,316
+6,194
19
$2.5M 0.78%
+45,069
20
$2.39M 0.75%
46,062
+33,908
21
$2.32M 0.73%
+12,535
22
$2.31M 0.72%
51,637
+10,621
23
$2.27M 0.71%
+14,827
24
$2.26M 0.7%
+25,378
25
$2.21M 0.69%
30,430
+19,878
1
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