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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
$384M
AUM Growth
+$53.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,431
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.51M
3
+$1.33M
4
VZ icon
Verizon
VZ
+$883K
5
KMB icon
Kimberly-Clark
KMB
+$753K

Top Sells

1
+$3.63M
2
+$2.4M
3
+$2.22M
4
DIS icon
Walt Disney
DIS
+$1.56M
5
TGT icon
Target
TGT
+$1.1M

Sector Composition

1 Technology 8.4%
2 Healthcare 5.86%
3 Industrials 5.36%
4 Financials 3.2%
5 Energy 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$1K ﹤0.01%
+27
477
$1K ﹤0.01%
150
-200
478
$1K ﹤0.01%
19
-187
479
$1K ﹤0.01%
11
-58
480
$1K ﹤0.01%
80
-85
481
$1K ﹤0.01%
18
-388
482
$1K ﹤0.01%
32
483
$1K ﹤0.01%
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$1K ﹤0.01%
120
485
$1K ﹤0.01%
30
486
$1K ﹤0.01%
50
487
$1K ﹤0.01%
20
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$1K ﹤0.01%
100
489
$1K ﹤0.01%
57
490
$1K ﹤0.01%
329
491
$1K ﹤0.01%
57
492
$1K ﹤0.01%
200
493
$1K ﹤0.01%
1,500
-2,500
494
$1K ﹤0.01%
75
495
$1K ﹤0.01%
+60
496
$1K ﹤0.01%
26
497
$1K ﹤0.01%
90
-58
498
$1K ﹤0.01%
100
499
$1K ﹤0.01%
80
-170
500
$1K ﹤0.01%
21
-44
18 19
20
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