SG
StoneX Group Portfolio holdings
AUM
$2.06B
1-Year Return
18.44%
This Quarter Return
-2.98%
1 Year Return
+18.44%
3 Year Return
+64.6%
5 Year Return
+109.51%
10 Year Return
–
AUM
$181M
AUM Growth
+$3.39M
(+1.9%)
Cap. Flow
+$8.69M
Cap. Flow
% of AUM
4.81%
Top 10 Holdings %
Top 10 Hldgs %
24.57%
Holding
513
New
157
Increased
110
Reduced
123
Closed
113
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
$5.5M |
| 2 |
RTX Corp
RTX
|
$891K |
| 3 |
BMAC
Black Mountain Acquisition Corp.
BMAC
|
$871K |
| 4 |
Schlumberger
SLB
|
$817K |
| 5 |
First Trust NASDAQ-100 Technology Index Fund
QTEC
|
$803K |
Top Sells
Sector Composition
| 1 | Technology | 9.56% |
| 2 | Financials | 7.71% |
| 3 | Industrials | 7.38% |
| 4 | Healthcare | 7.23% |
| 5 | Consumer Discretionary | 4.58% |
