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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
$629M
AUM Growth
+$6.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,352
New
Increased
Reduced
Closed

Top Buys

1
+$2.25M
2
+$1.94M
3
+$1.48M
4
KMB icon
Kimberly-Clark
KMB
+$1.46M
5
MSFT icon
Microsoft
MSFT
+$840K

Top Sells

1
+$2.01M
2
+$1.74M
3
+$1.18M
4
XRX icon
Xerox
XRX
+$1.06M
5
EQC
Equity Commonwealth
EQC
+$846K

Sector Composition

1 Technology 12.18%
2 Industrials 7.42%
3 Financials 5.93%
4 Healthcare 4.67%
5 Consumer Staples 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
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-2,001
852
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853
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-689
854
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-2,690
855
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-1,100
856
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-54
857
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-21
858
– –
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859
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860
– –
-400
861
– –
-2,000
862
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863
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-217
864
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-214
865
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866
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867
– –
-10
868
– –
-1,000
869
– –
-2,000
870
– –
-1,102
871
– –
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872
$0 ﹤0.01%
5,516
873
$0 ﹤0.01%
833
874
$0 ﹤0.01%
13
875
$0 ﹤0.01%
10,008
32 33 34
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