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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
$330M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,176
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$7.62M
3
+$6.58M
4
CSX icon
CSX Corp
CSX
+$6.2M
5
GLW icon
Corning
GLW
+$5.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 10.42%
2 Industrials 6.36%
3 Healthcare 6.1%
4 Energy 3.49%
5 Financials 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$10K ﹤0.01%
+337
452
$10K ﹤0.01%
+311
453
$10K ﹤0.01%
+150
454
$10K ﹤0.01%
+400
455
$10K ﹤0.01%
+189
456
$10K ﹤0.01%
+158
457
$10K ﹤0.01%
+228
458
$10K ﹤0.01%
+78
459
$10K ﹤0.01%
+104
460
$9K ﹤0.01%
+250
461
$9K ﹤0.01%
+400
462
$9K ﹤0.01%
+321
463
$9K ﹤0.01%
+268
464
$9K ﹤0.01%
+245
465
$9K ﹤0.01%
+860
466
$9K ﹤0.01%
+364
467
$9K ﹤0.01%
+622
468
$9K ﹤0.01%
+116
469
$9K ﹤0.01%
+254
470
$9K ﹤0.01%
+133
471
$9K ﹤0.01%
+218
472
$9K ﹤0.01%
+273
473
$9K ﹤0.01%
+300
474
$9K ﹤0.01%
+400
475
$9K ﹤0.01%
+337
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