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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
$817M
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,665
New
Increased
Reduced
Closed

Top Buys

1
+$1.58M
2
+$1.47M
3
+$1.37M
4
UGI icon
UGI
UGI
+$1.27M
5
JPM.PRG
JPMorgan Chase & Co. Depositary Shares, each representing a 1/400th interest in a share of 6.10% Non
JPM.PRG
+$1.22M

Top Sells

1
+$3.04M
2
+$1.41M
3
+$1.38M
4
DOV icon
Dover
DOV
+$285K
5
CGNX icon
Cognex
CGNX
+$231K

Sector Composition

1 Technology 10.91%
2 Industrials 6.92%
3 Financials 5.61%
4 Healthcare 5.42%
5 Consumer Staples 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$14K ﹤0.01%
275
502
$14K ﹤0.01%
100
503
$14K ﹤0.01%
534
504
$14K ﹤0.01%
550
505
$14K ﹤0.01%
285
506
$13K ﹤0.01%
50
507
$13K ﹤0.01%
72
508
$13K ﹤0.01%
400
509
$13K ﹤0.01%
170
+70
510
$13K ﹤0.01%
+750
511
$13K ﹤0.01%
500
512
$13K ﹤0.01%
500
513
$13K ﹤0.01%
500
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$13K ﹤0.01%
344
+249
515
$13K ﹤0.01%
518
516
$13K ﹤0.01%
1,997
-7
517
$13K ﹤0.01%
500
518
$13K ﹤0.01%
100
-30
519
$12K ﹤0.01%
150
520
$12K ﹤0.01%
500
521
$12K ﹤0.01%
227
+99
522
$12K ﹤0.01%
500
523
$12K ﹤0.01%
400
524
$12K ﹤0.01%
+1,200
525
$12K ﹤0.01%
794
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