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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
701
$5K ﹤0.01%
+103
702
$5K ﹤0.01%
+108
703
$5K ﹤0.01%
+4,000
704
$5K ﹤0.01%
+68
705
$5K ﹤0.01%
+16
706
$5K ﹤0.01%
+116
707
$5K ﹤0.01%
+126
708
$5K ﹤0.01%
+300
709
$5K ﹤0.01%
+131
710
$5K ﹤0.01%
+61
711
$5K ﹤0.01%
+91
712
$5K ﹤0.01%
+1,265
713
$5K ﹤0.01%
+56
714
$5K ﹤0.01%
+200
715
$5K ﹤0.01%
+140
716
$5K ﹤0.01%
+100
717
$5K ﹤0.01%
+60
718
$5K ﹤0.01%
+44
719
$5K ﹤0.01%
+174
720
$4K ﹤0.01%
+147
721
$4K ﹤0.01%
+99
722
$4K ﹤0.01%
+197
723
$4K ﹤0.01%
+75
724
$4K ﹤0.01%
+36
725
$4K ﹤0.01%
+66
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