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
51
$270K 0.64%
+3,000
52
$260K 0.62%
+4,500
53
$260K 0.62%
+15,644
54
$256K 0.61%
+11,494
55
$256K 0.61%
+13,200
56
$248K 0.59%
+7,500
57
$236K 0.56%
9,982
58
$234K 0.56%
3,605
59
$227K 0.54%
606
60
$211K 0.5%
6,500
-10,000
61
$210K 0.5%
+4,200
62
$205K 0.49%
+8,711
63
$202K 0.48%
+10,000
64
$193K 0.46%
+10,400
65
$190K 0.45%
+10,461
66
$187K 0.45%
+11,100
67
$182K 0.43%
+10,300
68
$178K 0.42%
+11,000
69
$171K 0.41%
+12,650
70
$138K 0.33%
20,000
71
$125K 0.3%
+2,493
72
$124K 0.3%
11,100
-12,200
73
$95K 0.23%
+11,200
74
$63K 0.15%
+10,300
75
$59K 0.14%
5,100
-5,150
1 2
3
4 5