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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
$977M
AUM Growth
+$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,077
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$10.9M
3
+$9.94M
4
GS.PRJ
GOLDMAN SACHS GROUP, INC. 5.50% SER J
GS.PRJ
+$6.72M
5
JPM.PRC icon
JPMorgan Chase & Co 6.00% Series EE Preferred Stock
JPM.PRC
+$4.17M

Top Sells

1
+$4.6M
2
+$1.26M
3
+$1.19M
4
FISV
Fiserv Inc
FISV
+$1.06M
5
ADBE icon
Adobe
ADBE
+$401K

Sector Composition

1 Technology 12.22%
2 Consumer Staples 5.91%
3 Healthcare 4.48%
4 Industrials 4.12%
5 Financials 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$2K ﹤0.01%
75
852
$2K ﹤0.01%
+98
853
$2K ﹤0.01%
+198
854
$2K ﹤0.01%
+232
855
$2K ﹤0.01%
33
856
$2K ﹤0.01%
+4,201
857
$2K ﹤0.01%
+25
858
$2K ﹤0.01%
15
859
$2K ﹤0.01%
+58
860
$2K ﹤0.01%
88
861
$2K ﹤0.01%
52
+2
862
$2K ﹤0.01%
46
-191
863
$2K ﹤0.01%
+204
864
$2K ﹤0.01%
38
865
$2K ﹤0.01%
17
866
$2K ﹤0.01%
40
867
$2K ﹤0.01%
63
868
$2K ﹤0.01%
120
869
$2K ﹤0.01%
34
870
$2K ﹤0.01%
100
871
$2K ﹤0.01%
104
+54
872
$2K ﹤0.01%
+56
873
$2K ﹤0.01%
85
874
$2K ﹤0.01%
63
875
$2K ﹤0.01%
84
33 34
35
36 37