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STIA

Stone Toro Investment Advisers Portfolio holdings

AUM $9.94M
1-Year Est. Return 37.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+37.52%
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
+$3.67M
2
+$3.15M
3
+$3.11M
4
HMA
HEALTH MGMT ASSOC INC CL-A
HMA
+$2.41M
5
BPO
BROOKFIELD OFFICE PROPERTIES. INC
BPO
+$2.33M

Top Sells

1
+$6.2M
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
– –
-5,800
132
– –
-3,600
133
– –
-15,736
134
– –
-16,100
135
– –
-81,305
136
– –
-30,200
137
– –
-10,909
138
– –
-27,200
139
– –
-15,752
140
– –
-7,300
141
– –
-8,000
142
– –
-21,168
143
– –
-3,500
144
– –
-9,251
145
– –
-19,739
146
– –
-13,214
147
– –
-20,000
148
– –
-2,600
149
– –
-7,000
150
– –
-4,281
4 5
6
7 8