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
126
$397K 0.22%
+2,849
127
$394K 0.22%
2,872
-135
128
$385K 0.21%
12,435
+4,345
129
$385K 0.21%
+7,224
130
$384K 0.21%
3,736
+118
131
$382K 0.21%
3,290
+150
132
$381K 0.21%
5,948
+62
133
$379K 0.21%
3,743
+1,231
134
$378K 0.21%
1,417
-651
135
$372K 0.21%
812
-26
136
$371K 0.21%
1,456
-246
137
$371K 0.21%
1,354
+14
138
$369K 0.2%
+8,255
139
$365K 0.2%
3,478
+144
140
$364K 0.2%
1,572
141
$364K 0.2%
4,820
-24
142
$363K 0.2%
21,404
+3,626
143
$362K 0.2%
3,449
+149
144
$362K 0.2%
822
-152
145
$357K 0.2%
3,683
-220
146
$355K 0.2%
8,085
+2,964
147
$351K 0.19%
6,745
-341
148
$349K 0.19%
1,579
+15
149
$344K 0.19%
+5,339
150
$343K 0.19%
4,746
-98
4 5
6
7 8