STIA
Stone Toro Investment Advisers Portfolio holdings
AUM
$9.94M
This Quarter Return
+10.53%
1 Year Return
+37.5%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$34.7M
AUM Growth
+$34.7M
(-51%)
Cap. Flow
-$37.4M
Cap. Flow
% of AUM
-107.93%
Top 10 Holdings %
Top 10 Hldgs %
33.5%
Holding
179
New
35
Increased
12
Reduced
29
Closed
102
Top Buys
| 1 |
Comcast
CMCSA
|
$1.34M |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
$1.26M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$1.16M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$911K |
| 5 |
QCOR
QUESTCOR PHARMA INC
QCOR
|
$851K |
Top Sells
| 1 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$8.57M |
| 2 |
BEAM
BEAM INC COM STK (DE)
BEAM
|
$2.94M |
| 3 |
Verizon
VZ
|
$2.36M |
| 4 |
CSE
CAPITALSOURCE INC
CSE
|
$2.19M |
| 5 |
iShares Floating Rate Bond ETF
FLOT
|
$1.94M |
Sector Composition
| 1 | Communication Services | 18.09% |
| 2 | Consumer Discretionary | 9.42% |
| 3 | Healthcare | 7.14% |
| 4 | Energy | 5.7% |
| 5 | Financials | 5.5% |