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
51
$825K 0.5%
+28,900
52
$811K 0.49%
+29,200
53
$791K 0.48%
+10,800
54
$785K 0.47%
+30,000
55
$779K 0.47%
+55,100
56
$777K 0.47%
+19,500
57
$775K 0.47%
+18,200
58
$774K 0.47%
+20,100
59
$771K 0.46%
+68,800
60
$736K 0.44%
+22,230
61
$715K 0.43%
+18,200
62
$686K 0.41%
+347,161
63
$660K 0.4%
+16,077
64
$648K 0.39%
+60,488
65
$643K 0.39%
+40,642
66
$629K 0.38%
+16,250
67
$624K 0.38%
+15,700
68
$624K 0.38%
+12,643
69
$613K 0.37%
+28,519
70
$613K 0.37%
+13,200
71
$610K 0.37%
+5,200
72
$596K 0.36%
+7,100
73
$591K 0.36%
+11,000
74
$590K 0.36%
+45,200
75
$587K 0.35%
+10,400
1 2
3
4 5