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

Top Buys

1
+$5.47M
2
+$2.77M
3
+$2.49M
4
VZ icon
Verizon
VZ
+$2.35M
5
KFN
KKR FINANCIAL HOLDINGS LLC COM
KFN
+$1.47M

Top Sells

1
+$9.64M
2
+$5.07M
3
+$3.75M
4
PVR
PVR PARTNERS L P COM UNIT REPTG LTD PARTNERSHIP INT
PVR
+$3.35M
5
VCBI
VIRGINIA COMMERCE BANCORP
VCBI
+$3.23M

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
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179
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180
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183
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-190,000
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185
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187
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189
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-47,200
190
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191
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192
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194
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195
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198
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-423,826
199
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-9,000
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