STIA

Stone Toro Investment Advisers Portfolio holdings

AUM $9.94M
1-Year Est. Return 37.5%
This Fund
S&P 500
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
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