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
151
-8,400
152
-2,800
153
-2,159
154
-5,300
155
-10,700
156
-5,400
157
-5,800
158
-11,000
159
-3,800
160
-26,000
161
-130,795
162
-31,000
163
-21,100
164
-10,300
165
-3,080
166
-13,200
167
-560
168
-48,900
169
-10,800
170
-3,000
171
-19,100
172
-12,400
173
-20,000
174
-122,100
175
-34,300