STIA
Stone Toro Investment Advisers Portfolio holdings
AUM
$9.94M
This Quarter Return
+3.4%
1 Year Return
+37.5%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$9.94M
AUM Growth
+$9.94M
(-74%)
Cap. Flow
-$28.8M
Cap. Flow
% of AUM
-289.55%
Top 10 Holdings %
Top 10 Hldgs %
47.49%
Holding
106
New
26
Increased
–
Reduced
2
Closed
70
Top Buys
| 1 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
$1.13M |
| 2 |
iShares Morningstar Mid-Cap ETF
IMCB
|
$341K |
| 3 |
Gentex
GNTX
|
$227K |
| 4 |
XLNX
Xilinx Inc
XLNX
|
$225K |
| 5 |
Tapestry
TPR
|
$224K |
Top Sells
| 1 |
TFCF
Twenty-First Century Fox, Inc. Class B
TFCF
|
$5.17M |
| 2 |
TQNT
TRIQUINT SEMICONDUCTOR INC
TQNT
|
$1.43M |
| 3 |
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
|
$1.39M |
| 4 |
AGN
ALLERGAN INC
AGN
|
$957K |
| 5 |
TRW
TRW AUTOMOTIVE HOLDINGS CORP
TRW
|
$926K |
Sector Composition
| 1 | Healthcare | 11.21% |
| 2 | Technology | 10.24% |
| 3 | Consumer Discretionary | 8.78% |
| 4 | Financials | 4.4% |
| 5 | Consumer Staples | 4.14% |