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Sonora Investment Management Portfolio holdings

AUM $798M
1-Year Est. Return 17.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$977M
AUM Growth
+$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,077
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$10.9M
3
+$9.94M
4
GS.PRJ
GOLDMAN SACHS GROUP, INC. 5.50% SER J
GS.PRJ
+$6.72M
5
JPM.PRC icon
JPMorgan Chase & Co 6.00% Series EE Preferred Stock
JPM.PRC
+$4.17M

Top Sells

1
+$4.6M
2
+$1.26M
3
+$1.19M
4
FISV
Fiserv Inc
FISV
+$1.06M
5
ADBE icon
Adobe
ADBE
+$401K

Sector Composition

1 Technology 12.22%
2 Consumer Staples 5.91%
3 Healthcare 4.48%
4 Industrials 4.12%
5 Financials 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$25K ﹤0.01%
800
402
$24K ﹤0.01%
1,198
+10
403
$24K ﹤0.01%
1,000
404
$24K ﹤0.01%
950
405
$24K ﹤0.01%
945
406
$24K ﹤0.01%
1,891
407
$24K ﹤0.01%
+1,200
408
$24K ﹤0.01%
687
+558
409
$24K ﹤0.01%
300
410
$24K ﹤0.01%
657
-1,100
411
$24K ﹤0.01%
250
-52
412
$23K ﹤0.01%
185
+9
413
$23K ﹤0.01%
400
-400
414
$23K ﹤0.01%
486
415
$23K ﹤0.01%
2,584
416
$23K ﹤0.01%
+900
417
$23K ﹤0.01%
+900
418
$23K ﹤0.01%
+980
419
$23K ﹤0.01%
255
420
$23K ﹤0.01%
1,587
421
$23K ﹤0.01%
237
422
$23K ﹤0.01%
2,000
423
$22K ﹤0.01%
146
+76
424
$22K ﹤0.01%
200
425
$22K ﹤0.01%
350
15 16
17
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