STIA

Stone Toro Investment Advisers Portfolio holdings

AUM $9.94M
1-Year Est. Return 37.5%
This Quarter Est. Return
1 Year Est. Return
+37.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.94M
AUM Growth
-$28.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$1.13M
2
+$341K
3
+$227K
4
XLNX
Xilinx Inc
XLNX
+$225K
5
TPR icon
Tapestry
TPR
+$224K

Top Sells

1
+$5.17M
2
+$1.43M
3
+$1.39M
4
AGN
Allergan Inc
AGN
+$957K
5
TRW
TRW AUTOMOTIVE HOLDINGS CORP
TRW
+$926K

Sector Composition

1 Healthcare 11.21%
2 Technology 10.24%
3 Consumer Discretionary 8.78%
4 Financials 4.4%
5 Consumer Staples 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HEDJ icon
1
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.78B
$1.13M 11.39%
+34,216
BIV icon
2
Vanguard Intermediate-Term Bond ETF
BIV
$26.3B
$769K 7.74%
8,916
XLY icon
3
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.4B
$442K 4.45%
5,863
VOO icon
4
Vanguard S&P 500 ETF
VOO
$803B
$438K 4.41%
2,314
XLU icon
5
State Street Utilities Select Sector SPDR ETF
XLU
$21.6B
$403K 4.06%
9,070
XLK icon
6
State Street Technology Select Sector SPDR ETF
XLK
$95.2B
$376K 3.78%
9,067
IMCB icon
7
iShares Morningstar Mid-Cap ETF
IMCB
$1.38B
$341K 3.43%
+127,588
SPY icon
8
SPDR S&P 500 ETF Trust
SPY
$701B
$281K 2.83%
1,360
-1,298
ALX
9
Alexander's
ALX
$1.1B
$276K 2.78%
606
LLY icon
10
Eli Lilly
LLY
$908B
$262K 2.64%
3,605
MCHP icon
11
Microchip Technology
MCHP
$35B
$235K 2.36%
9,592
-782
TSM icon
12
TSMC
TSM
$1.52T
$230K 2.31%
9,781
GNTX icon
13
Gentex
GNTX
$5.04B
$227K 2.28%
+12,415
XLNX
14
DELISTED
Xilinx Inc
XLNX
$225K 2.26%
+5,320
TPR icon
15
Tapestry
TPR
$23.5B
$224K 2.25%
+5,406
RMD icon
16
ResMed
RMD
$36.7B
$221K 2.22%
+3,080
WDR
17
DELISTED
Waddell & Reed Financial, Inc.
WDR
$221K 2.22%
+4,465
MCD icon
18
McDonald's
MCD
$220B
$218K 2.19%
+2,237
BLK icon
19
Blackrock
BLK
$167B
$216K 2.17%
+590
EMR icon
20
Emerson Electric
EMR
$76.8B
$213K 2.14%
+3,770
AZN icon
21
AstraZeneca
AZN
$279B
$212K 2.13%
+6,200
VZ icon
22
Verizon
VZ
$174B
$212K 2.13%
+4,365
BAX icon
23
Baxter International
BAX
$9.5B
$210K 2.11%
+5,652
JNJ icon
24
Johnson & Johnson
JNJ
$488B
$209K 2.1%
+2,080
SJM icon
25
J.M. Smucker
SJM
$10.6B
$208K 2.09%
+1,800
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