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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
876
$3K ﹤0.01%
+96
877
$3K ﹤0.01%
+30
878
$3K ﹤0.01%
+15
879
$3K ﹤0.01%
+78
880
$3K ﹤0.01%
+114
881
$3K ﹤0.01%
+54
882
$3K ﹤0.01%
+180
883
$3K ﹤0.01%
+135
884
$3K ﹤0.01%
+123
885
$3K ﹤0.01%
+102
886
$3K ﹤0.01%
+181
887
$3K ﹤0.01%
+100
888
$3K ﹤0.01%
+107
889
$3K ﹤0.01%
+167
890
$3K ﹤0.01%
+101
891
$3K ﹤0.01%
+500
892
$3K ﹤0.01%
+96
893
$3K ﹤0.01%
+94
894
$3K ﹤0.01%
+912
895
$3K ﹤0.01%
+180
896
$3K ﹤0.01%
+60
897
$3K ﹤0.01%
+116
898
$3K ﹤0.01%
+43
899
$2K ﹤0.01%
+43
900
$2K ﹤0.01%
+45
34 35
36
37 38