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
201
– –
-74,400
202
– –
-33,000
203
– –
-20,000
204
– –
-1,000
205
– –
-24,100
206
– –
-45,300
5 6 7 8
9