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
$42M
AUM Growth
+$7.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$2.22M
3
+$1.88M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.64M
5
KMR
KINDER MORGAN MANAGEMENT LLC
KMR
+$1.21M

Top Sells

1
+$1.99M
2
+$1.25M
3
+$1.08M
4
FRX
FOREST LABORATORIES INC
FRX
+$990K
5
QCOR
QUESTCOR PHARMA INC
QCOR
+$851K

Sector Composition

1 Communication Services 16.66%
2 Energy 15.73%
3 Technology 6.45%
4 Healthcare 3.89%
5 Financials 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.36M 8%
100,900
+66,700
2
$2.88M 6.87%
+77,400
3
$2.8M 6.66%
14,208
+8,300
4
$1.88M 4.48%
+24,750
5
$1.21M 2.87%
+12,992
6
$1.08M 2.56%
40,026
-9,800
7
$962K 2.29%
24,100
+14,000
8
$924K 2.2%
+90,619
9
$915K 2.18%
31,767
10
$911K 2.17%
+9,000
11
$882K 2.1%
+65,000
12
$878K 2.09%
+140,209
13
$870K 2.07%
89,500
+19,500
14
$841K 2%
19,970
+10,900
15
$830K 1.98%
+8,900
16
$815K 1.94%
+20,300
17
$779K 1.85%
9,000
+6,500
18
$751K 1.79%
8,916
19
$726K 1.73%
+16,100
20
$669K 1.59%
+35,100
21
$625K 1.49%
+7,600
22
$599K 1.43%
+10,000
23
$588K 1.4%
4,100
24
$550K 1.31%
+16,564
25
$535K 1.27%
3,000
-1,000
1
2 3 4 5