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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
851
$3K ﹤0.01%
+72
852
$3K ﹤0.01%
+17
853
$3K ﹤0.01%
+339
854
$3K ﹤0.01%
+24
855
$3K ﹤0.01%
+201
856
$3K ﹤0.01%
+226
857
$3K ﹤0.01%
+66
858
$3K ﹤0.01%
+47
859
$3K ﹤0.01%
+134
860
$3K ﹤0.01%
+44
861
$3K ﹤0.01%
+54
862
$3K ﹤0.01%
+24
863
$3K ﹤0.01%
+105
864
$3K ﹤0.01%
+25
865
$3K ﹤0.01%
+104
866
$3K ﹤0.01%
+128
867
$3K ﹤0.01%
+122
868
$3K ﹤0.01%
+211
869
$3K ﹤0.01%
+100
870
$3K ﹤0.01%
+105
871
$3K ﹤0.01%
+250
872
$3K ﹤0.01%
+133
873
$3K ﹤0.01%
+100
874
$3K ﹤0.01%
+100
875
$3K ﹤0.01%
+3
33 34
35
36 37