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
$34.7M
AUM Growth
-$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$1.25M
3
+$1.16M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$911K
5
QCOR
QUESTCOR PHARMA INC
QCOR
+$851K

Top Sells

1
+$8.57M
2
+$2.94M
3
+$2.36M
4
CSE
CAPITALSOURCE INC
CSE
+$2.19M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$1.94M

Sector Composition

1 Communication Services 18.09%
2 Consumer Discretionary 9.42%
3 Healthcare 7.14%
4 Energy 5.7%
5 Financials 5.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$443K 1.28%
+16,500
27
$430K 1.24%
12,300
-1,200
28
$416K 1.2%
+38,200
29
$415K 1.2%
2,314
-166
30
$405K 1.17%
+4,700
31
$401K 1.16%
9,070
-26,762
32
$389K 1.12%
5,823
-527
33
$388K 1.12%
+29,300
34
$387K 1.12%
+10,100
35
$383K 1.1%
+14,700
36
$375K 1.08%
25,600
-69,400
37
$355K 1.02%
+17,000
38
$338K 0.97%
5,626
-395
39
$320K 0.92%
265
+46
40
$319K 0.92%
+12,800
41
$317K 0.91%
12,100
+4,100
42
$306K 0.88%
+4,500
43
$298K 0.86%
+6,318
44
$295K 0.85%
+5,900
45
$292K 0.84%
+6,007
46
$291K 0.84%
+3,600
47
$283K 0.82%
23,300
+4,100
48
$280K 0.81%
3,900
-600
49
$277K 0.8%
+1,865
50
$266K 0.77%
+8,100
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