We are live on ! Find out more
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
151
– –
-5,800
152
– –
-20,000
153
– –
-20,000
154
– –
-95,000
155
– –
-105,000
156
– –
-25,000
157
– –
-74,591
158
– –
-140,000
159
– –
-160,000
160
– –
-73,756
161
– –
-85,000
162
– –
-24,714
163
– –
-78,686
164
– –
-40,155
165
– –
-110,500
166
– –
-18,900
167
– –
-260,000
168
– –
-90,000
169
– –
-85,000
170
– –
-32,400
171
– –
-15,247
172
– –
-82,828
173
– –
-10,000
174
– –
-77,000
175
– –
-23,500
5 6
7
8 9