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
151
$342K 0.19%
9,133
+3,152
152
$341K 0.19%
6,592
153
$338K 0.19%
6,330
+139
154
$336K 0.19%
3,164
-316
155
$336K 0.19%
+6,149
156
$333K 0.18%
3,506
-2,797
157
$332K 0.18%
3,886
+1,587
158
$327K 0.18%
6,713
-72
159
$324K 0.18%
2,643
-351
160
$324K 0.18%
2,127
-19
161
$317K 0.18%
+60
162
$316K 0.17%
5,749
+378
163
$312K 0.17%
+9,172
164
$311K 0.17%
2,395
-64
165
$310K 0.17%
+8,356
166
$308K 0.17%
8,043
+1,500
167
$307K 0.17%
4,729
168
$304K 0.17%
2,475
-110
169
$303K 0.17%
2,918
-821
170
$303K 0.17%
9,411
+2,639
171
$303K 0.17%
2,164
-168
172
$303K 0.17%
+8,098
173
$301K 0.17%
+1,934
174
$298K 0.17%
817
+23
175
$298K 0.16%
+17,108
5 6
7
8 9