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
1
$98.7M 5.41%
192,077
+2,744
2
$98.3M 5.39%
174,933
+7,951
3
$62.8M 3.44%
333,681
+6,248
4
$47.4M 2.6%
1,311,606
+46,943
5
$40.7M 2.23%
183,308
-3,116
6
$34.7M 1.9%
1,012,689
+13,891
7
$32.7M 1.79%
90,627
-1,891
8
$28.9M 1.59%
266,829
+1,601
9
$28M 1.53%
161,533
+2,710
10
$26.6M 1.46%
70,875
-227
11
$25M 1.37%
305,968
+23,471
12
$24.5M 1.34%
128,577
+4,551
13
$22.6M 1.24%
760,078
+16,665
14
$22.4M 1.23%
241,418
+3,179
15
$22.1M 1.21%
936,783
-6,891
16
$21.1M 1.16%
631,134
-54,950
17
$16.5M 0.91%
74,500
+5,953
18
$16.1M 0.88%
34,195
+6,296
19
$15.1M 0.83%
55,090
-183
20
$15.1M 0.83%
440,231
+7,892
21
$14.3M 0.79%
38,641
+3,012
22
$12.9M 0.71%
235,816
-12,564
23
$12.2M 0.67%
228,831
-34,711
24
$12.1M 0.66%
49,377
+2,589
25
$10.8M 0.59%
37,367
+11,693
1
2 3 4 5