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
$42M
AUM Growth
+$7.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$2.22M
3
+$1.88M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.64M
5
KMR
KINDER MORGAN MANAGEMENT LLC
KMR
+$1.21M

Top Sells

1
+$1.99M
2
+$1.25M
3
+$1.08M
4
FRX
FOREST LABORATORIES INC
FRX
+$990K
5
QCOR
QUESTCOR PHARMA INC
QCOR
+$851K

Sector Composition

1 Communication Services 16.66%
2 Energy 15.73%
3 Technology 6.45%
4 Healthcare 3.89%
5 Financials 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$524K 1.25%
+22,152
27
$514K 1.22%
+15,000
28
$507K 1.21%
+4,000
29
$495K 1.18%
47,200
+9,000
30
$476K 1.13%
+5,900
31
$449K 1.07%
21,500
32
$418K 0.99%
2,314
33
$392K 0.93%
+10,000
34
$388K 0.92%
5,823
35
$386K 0.92%
+6,700
36
$383K 0.91%
+7,200
37
$379K 0.9%
+9,100
38
$370K 0.88%
+4,700
39
$370K 0.88%
11,700
-14,000
40
$357K 0.85%
21,600
+10,354
41
$341K 0.81%
+21,707
42
$336K 0.8%
+9,100
43
$326K 0.78%
+2,400
44
$291K 0.69%
+5,000
45
$288K 0.69%
+4,500
46
$286K 0.68%
+3,700
47
$279K 0.66%
+4,300
48
$276K 0.66%
13,100
-3,900
49
$273K 0.65%
+22,975
50
$271K 0.65%
+20,000
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