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
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