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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
$1.06B
AUM Growth
+$98.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,988
New
Increased
Reduced
Closed

Top Buys

1
+$20.4M
2
+$9.66M
3
+$6.35M
4
EVRG icon
Evergy
EVRG
+$4.97M
5
TFC icon
Truist Financial
TFC
+$2.6M

Top Sells

1
+$6.33M
2
+$5.72M
3
+$1.54M
4
STI
SunTrust Banks, Inc.
STI
+$470K
5
JPM icon
JPMorgan Chase
JPM
+$245K

Sector Composition

1 Technology 11.04%
2 Industrials 6.88%
3 Consumer Staples 4.82%
4 Financials 4.19%
5 Healthcare 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$1K ﹤0.01%
15
-100
877
$1K ﹤0.01%
41
878
$1K ﹤0.01%
25
879
$1K ﹤0.01%
15
-35
880
$1K ﹤0.01%
3
881
$1K ﹤0.01%
215
882
$1K ﹤0.01%
28
883
$1K ﹤0.01%
29
884
$1K ﹤0.01%
51
885
$1K ﹤0.01%
1,014
886
$1K ﹤0.01%
+42
887
$1K ﹤0.01%
+61
888
$1K ﹤0.01%
25
889
$1K ﹤0.01%
41
-62
890
$1K ﹤0.01%
17
891
$1K ﹤0.01%
+50
892
$1K ﹤0.01%
60
893
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50
894
$1K ﹤0.01%
+10
895
$1K ﹤0.01%
+161
896
$1K ﹤0.01%
+51
897
$1K ﹤0.01%
50
898
$1K ﹤0.01%
27
899
$0 ﹤0.01%
1
900
$0 ﹤0.01%
+10
34 35
36
37 38