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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
651
$5K ﹤0.01%
+50
652
$5K ﹤0.01%
+66
653
$5K ﹤0.01%
+420
654
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655
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656
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657
$5K ﹤0.01%
+500
658
$5K ﹤0.01%
+110
659
$5K ﹤0.01%
+95
660
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661
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662
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663
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664
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666
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+99
667
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+2,000
668
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669
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+115
670
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+223
671
$5K ﹤0.01%
+105
672
$5K ﹤0.01%
+144
673
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+150
674
$5K ﹤0.01%
+46
675
$5K ﹤0.01%
+218