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
251
$227K 0.13%
+21,468
252
$227K 0.13%
2,058
-2,809
253
$226K 0.13%
+3,202
254
$226K 0.13%
8,116
+54
255
$225K 0.12%
7,509
-432
256
$225K 0.12%
1,437
-731
257
$225K 0.12%
+4,203
258
$222K 0.12%
+5,820
259
$222K 0.12%
1,040
-542
260
$221K 0.12%
+2,774
261
$221K 0.12%
+3,863
262
$221K 0.12%
5,639
-2,502
263
$220K 0.12%
+5,536
264
$220K 0.12%
+9,980
265
$220K 0.12%
3,840
-131
266
$219K 0.12%
8,101
-798
267
$219K 0.12%
2,604
-346
268
$218K 0.12%
+1,997
269
$217K 0.12%
9,064
+282
270
$217K 0.12%
575
+4
271
$217K 0.12%
+7,787
272
$216K 0.12%
4,445
-216
273
$216K 0.12%
486
+4
274
$216K 0.12%
+13,100
275
$215K 0.12%
+20,000
9 10
11
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