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
201
$276K 0.15%
+10,251
202
$275K 0.15%
1,117
-37
203
$275K 0.15%
7,886
-1,393
204
$273K 0.15%
6,725
+755
205
$272K 0.15%
+25,749
206
$272K 0.15%
+6,842
207
$272K 0.15%
6,998
+1,500
208
$271K 0.15%
3,699
-51
209
$270K 0.15%
1,343
-320
210
$270K 0.15%
+5,421
211
$269K 0.15%
+7,151
212
$268K 0.15%
2,233
-94
213
$268K 0.15%
2,934
-6,264
214
$267K 0.15%
8,447
215
$266K 0.15%
+25,000
216
$263K 0.15%
1,153
-18
217
$262K 0.15%
+11,305
218
$261K 0.14%
2,054
-2
219
$260K 0.14%
+4,124
220
$260K 0.14%
4,302
+25
221
$259K 0.14%
2,819
-133
222
$258K 0.14%
3,725
+916
223
$257K 0.14%
2,538
-108
224
$257K 0.14%
1,798
-37
225
$256K 0.14%
9,873
+166
7 8
9
10 11