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
$166M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$7.05M
3
+$5.51M
4
CLP
COLONIAL PROPERTIES TRUST
CLP
+$4.9M
5
ASCA
AMERISTAR CASINOS INC
ASCA
+$4.76M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 9.14%
2 Technology 6.59%
3 Healthcare 6.49%
4 Communication Services 6.15%
5 Financials 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.2M 7.94%
+62,803
2
$7.05M 4.24%
+256,611
3
$5.51M 3.31%
+122,008
4
$4.9M 2.95%
+203,000
5
$4.76M 2.86%
+181,000
6
$4.17M 2.51%
+164,614
7
$3.98M 2.39%
+433,500
8
$3.23M 1.94%
+36,478
9
$3.07M 1.85%
+68,000
10
$3.06M 1.84%
+40,700
11
$2.8M 1.68%
+234,143
12
$2.65M 1.6%
+190,000
13
$2.46M 1.48%
+185,000
14
$2.44M 1.47%
+38,316
15
$2.35M 1.42%
+71,900
16
$2.35M 1.41%
+470,600
17
$2.22M 1.34%
+30,000
18
$2.1M 1.26%
+89,600
19
$1.98M 1.19%
+77,500
20
$1.88M 1.13%
+33,727
21
$1.8M 1.08%
+45,282
22
$1.74M 1.05%
+44,247
23
$1.66M 1%
+40,155
24
$1.61M 0.97%
+16,636
25
$1.54M 0.93%
+37,000
1
2 3 4 5