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
$112M
AUM Growth
-$39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1 +$3.75M
2 +$3.35M
3 +$3.34M
4
HMA
HEALTH MGMT ASSOC INC CL-A
HMA
+$2.44M
5
BPO
BROOKFIELD OFFICE PROPERTIES. INC
BPO
+$2.35M

Top Sells

1 +$6.44M
2 +$4.14M
3 +$4.12M
4
CLP
COLONIAL PROPERTIES TRUST
CLP
+$3.82M
5
NVE
NV ENERGY, INC
NVE
+$3.31M

Sector Composition

1 Communication Services 14.49%
2 Energy 7.34%
3 Healthcare 5.99%
4 Industrials 5.84%
5 Financials 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$150K 0.13%
+10,000
127
$149K 0.13%
+10,800
128
$148K 0.13%
+50,000
129
$59K 0.05%
+30,000
130
$51K 0.05%
+21,900
131
-14,000
132
-7,100
133
-15,000
134
-1,800
135
-30,200
136
-5,200
137
-8,481
138
-10,909
139
-27,200
140
-5,800
141
-3,600
142
-15,752
143
-15,736
144
-7,300
145
-8,000
146
-24,714
147
-21,168
148
-6,780
149
-3,500
150
-9,251