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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
$1.08B
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,093
New
Increased
Reduced
Closed

Top Buys

1
+$4.23M
2
+$3.3M
3
+$2.94M
4
AMGN icon
Amgen
AMGN
+$2.75M
5
TXN icon
Texas Instruments
TXN
+$2.22M

Top Sells

1
+$882K
2
+$699K
3
+$612K
4
QCOM icon
Qualcomm
QCOM
+$391K
5
MSFT icon
Microsoft
MSFT
+$342K

Sector Composition

1 Technology 12.7%
2 Consumer Staples 6.23%
3 Healthcare 4.85%
4 Industrials 4.54%
5 Financials 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$2K ﹤0.01%
+50
852
$2K ﹤0.01%
15
853
$2K ﹤0.01%
640
+25
854
$2K ﹤0.01%
94
855
$2K ﹤0.01%
40
856
$2K ﹤0.01%
+25
857
$2K ﹤0.01%
475
858
$2K ﹤0.01%
56
859
$2K ﹤0.01%
60
860
$2K ﹤0.01%
66
861
$2K ﹤0.01%
15
862
$2K ﹤0.01%
52
863
$2K ﹤0.01%
20
-46
864
$2K ﹤0.01%
12
865
$2K ﹤0.01%
55
866
$2K ﹤0.01%
+20
867
$2K ﹤0.01%
50
868
$2K ﹤0.01%
35
-54
869
$2K ﹤0.01%
75
870
$2K ﹤0.01%
51
871
$2K ﹤0.01%
25
872
$2K ﹤0.01%
66
-57
873
$2K ﹤0.01%
92
874
$2K ﹤0.01%
75
-100
875
$2K ﹤0.01%
88
33 34
35
36 37