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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
826
$1K ﹤0.01%
44
+37
827
$1K ﹤0.01%
21
828
$1K ﹤0.01%
7
-19
829
$1K ﹤0.01%
50
830
$1K ﹤0.01%
27
831
$1K ﹤0.01%
60
832
$1K ﹤0.01%
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833
$1K ﹤0.01%
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834
$1K ﹤0.01%
25
835
$1K ﹤0.01%
28
836
$1K ﹤0.01%
14
837
$1K ﹤0.01%
10
838
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45
839
$1K ﹤0.01%
+300
840
$1K ﹤0.01%
42
841
$1K ﹤0.01%
57
842
$1K ﹤0.01%
29
-58
843
$1K ﹤0.01%
42
844
$1K ﹤0.01%
35
845
$1K ﹤0.01%
51
846
$1K ﹤0.01%
51
847
– –
-1,395
848
– –
-15
849
– –
-476
850
$0 ﹤0.01%
+5
32 33
34
35 36