STIA

Stone Toro Investment Advisers Portfolio holdings

AUM $9.94M
1-Year Est. Return 37.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+37.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$151M
AUM Growth
-$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1 +$10.9M
2 +$4.18M
3 +$4.05M
4
CSE
CAPITALSOURCE INC
CSE
+$2.94M
5
MOLXA
MOLEX INC CL-A
MOLXA
+$2.77M

Top Sells

1 +$7.05M
2 +$5.51M
3 +$5.45M
4
ASCA
AMERISTAR CASINOS INC
ASCA
+$4.76M
5
NFP
NATIONAL FINANCIAL PARTNERS CORP
NFP
+$4.17M

Sector Composition

1 Communication Services 12.36%
2 Industrials 6.87%
3 Consumer Discretionary 6.78%
4 Financials 6.47%
5 Healthcare 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-1,040
252
-1,310
253
-11,300
254
-6,500
255
-12,600
256
-22,600
257
-7,000
258
-77,200
259
-19,059
260
-40,642
261
-25,000
262
-4,900
263
-44,247
264
-12,643
265
-12,500
266
-5,800
267
-7,000
268
-1,120
269
-11,600
270
-15,300
271
-2,900
272
-4,900
273
-5,800
274
-30,900
275
-6,400