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
$71M
AUM Growth
-$41.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1 +$5.59M
2 +$2.55M
3 +$2.36M
4
KFN
KKR FINANCIAL HOLDINGS LLC COM
KFN
+$1.39M
5
ESC
EMERITUS CORP
ESC
+$1.26M

Sector Composition

1 Communication Services 9.25%
2 Financials 7.43%
3 Consumer Staples 6.52%
4 Technology 5.65%
5 Energy 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$90K 0.13%
+29,000
127
$87K 0.12%
+27,200
128
$87K 0.12%
+20,600
129
$85K 0.12%
+11,800
130
$83K 0.12%
+10,700
131
$82K 0.12%
+13,000
132
$81K 0.11%
+34,900
133
$80K 0.11%
+2,643
134
$79K 0.11%
+972
135
$77K 0.11%
+1,720
136
$77K 0.11%
+2,000
137
$72K 0.1%
+17,600
138
$58K 0.08%
30,000
139
$56K 0.08%
+3,725
140
$55K 0.08%
+18,220
141
$49K 0.07%
+1,870
142
$48K 0.07%
+12,300
143
$48K 0.07%
22,300
-81,700
144
$17K 0.02%
+285,994
145
-26,562
146
-2,900
147
-6,200
148
-10,800
149
-3,200
150
-9,000