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
$166M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$7.05M
3
+$5.51M
4
CLP
COLONIAL PROPERTIES TRUST
CLP
+$4.9M
5
ASCA
AMERISTAR CASINOS INC
ASCA
+$4.76M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 9.14%
2 Technology 6.59%
3 Healthcare 6.49%
4 Communication Services 6.15%
5 Financials 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.5M 0.9%
+111,733
27
$1.49M 0.9%
+45,000
28
$1.47M 0.88%
+43,600
29
$1.37M 0.82%
+77,200
30
$1.34M 0.81%
+73,756
31
$1.27M 0.76%
+200,600
32
$1.22M 0.73%
+35,335
33
$1.14M 0.68%
+30,700
34
$1.13M 0.68%
+14,117
35
$1.06M 0.64%
+20,130
36
$1.05M 0.63%
+12,625
37
$1.03M 0.62%
+79,790
38
$1.01M 0.61%
+9,156
39
$981K 0.59%
+25,313
40
$981K 0.59%
+85,000
41
$971K 0.58%
+36,535
42
$950K 0.57%
+30,000
43
$933K 0.56%
+110,500
44
$913K 0.55%
+41,300
45
$895K 0.54%
+15,500
46
$887K 0.53%
+26,800
47
$853K 0.51%
+24,000
48
$849K 0.51%
+31,500
49
$846K 0.51%
+13,893
50
$839K 0.5%
+13,300
1
2
3 4 5