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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
$649M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,339
New
Increased
Reduced
Closed

Top Buys

1
+$691K
2
+$669K
3
+$659K
4
KMI icon
Kinder Morgan
KMI
+$614K
5
JNJ icon
Johnson & Johnson
JNJ
+$523K

Top Sells

1
+$2.81M
2
+$607K
3
+$584K
4
ANDV
Andeavor
ANDV
+$519K
5
UNP icon
Union Pacific
UNP
+$514K

Sector Composition

1 Technology 11.64%
2 Industrials 6.82%
3 Financials 5.51%
4 Healthcare 4.83%
5 Consumer Staples 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$3K ﹤0.01%
+200
702
$3K ﹤0.01%
60
703
$3K ﹤0.01%
48
704
$3K ﹤0.01%
57
705
$3K ﹤0.01%
54
706
$3K ﹤0.01%
40
707
$3K ﹤0.01%
66
-89
708
$2K ﹤0.01%
300
709
$2K ﹤0.01%
175
710
$2K ﹤0.01%
25
711
$2K ﹤0.01%
15
712
$2K ﹤0.01%
43
713
$2K ﹤0.01%
+50
714
$2K ﹤0.01%
50
715
$2K ﹤0.01%
100
716
$2K ﹤0.01%
50
717
$2K ﹤0.01%
65
718
$2K ﹤0.01%
+103
719
$2K ﹤0.01%
58
720
$2K ﹤0.01%
100
721
$2K ﹤0.01%
30
722
$2K ﹤0.01%
196
723
$2K ﹤0.01%
50
724
$2K ﹤0.01%
36
725
$2K ﹤0.01%
68
27 28
29
30 31