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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
476
$9K ﹤0.01%
+1,300
477
$9K ﹤0.01%
+222
478
$9K ﹤0.01%
+252
479
$9K ﹤0.01%
+128
480
$9K ﹤0.01%
+350
481
$9K ﹤0.01%
+343
482
$9K ﹤0.01%
+13,100
483
$9K ﹤0.01%
+161
484
$9K ﹤0.01%
+1,427
485
$9K ﹤0.01%
+385
486
$9K ﹤0.01%
+134
487
$9K ﹤0.01%
+240
488
$9K ﹤0.01%
+500
489
$9K ﹤0.01%
+173
490
$9K ﹤0.01%
+1,839
491
$9K ﹤0.01%
+178
492
$9K ﹤0.01%
+273
493
$8K ﹤0.01%
+84
494
$8K ﹤0.01%
+376
495
$8K ﹤0.01%
+678
496
$8K ﹤0.01%
+1,200
497
$8K ﹤0.01%
+1,080
498
$8K ﹤0.01%
+515
499
$8K ﹤0.01%
+128
500
$8K ﹤0.01%
+263