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
$181M
AUM Growth
+$3.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
513
New
Increased
Reduced
Closed

Top Buys

1
+$5.5M
2
+$891K
3
+$871K
4
SLB icon
SLB Limited
SLB
+$817K
5
QTEC icon
First Trust NASDAQ-100 Technology Index Fund
QTEC
+$803K

Top Sells

1
+$4.25M
2
+$1.33M
3
+$1.15M
4
APMIU
AxonPrime Infrastructure Acquisition Corporation Unit
APMIU
+$1.04M
5
EMR icon
Emerson Electric
EMR
+$947K

Sector Composition

1 Technology 9.56%
2 Financials 7.71%
3 Industrials 7.38%
4 Healthcare 7.23%
5 Consumer Discretionary 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$254K 0.14%
+4,282
227
$252K 0.14%
7,884
-503
228
$249K 0.14%
5,425
+307
229
$249K 0.14%
14,769
-3,864
230
$248K 0.14%
7,659
-805
231
$247K 0.14%
1,813
+70
232
$247K 0.14%
957
-28
233
$247K 0.14%
+9,137
234
$247K 0.14%
+6,981
235
$245K 0.14%
+3,936
236
$242K 0.13%
1,911
-48
237
$242K 0.13%
5,059
-588
238
$241K 0.13%
2,209
239
$241K 0.13%
2,167
240
$240K 0.13%
+23,351
241
$240K 0.13%
3,372
+177
242
$239K 0.13%
3,473
-569
243
$238K 0.13%
1,214
+5
244
$237K 0.13%
327
-56
245
$233K 0.13%
+6,570
246
$233K 0.13%
3,335
-120
247
$233K 0.13%
2,285
-349
248
$231K 0.13%
+1,188
249
$229K 0.13%
6,763
250
$227K 0.13%
7,185
-242
8 9
10
11 12