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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
$844M
AUM Growth
-$215M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,951
New
Increased
Reduced
Closed

Top Buys

1
+$3.99M
2
+$2.63M
3
+$2.3M
4
BAC.PRM icon
Bank of America Depository Shares Series KK
BAC.PRM
+$2.16M
5
ALL.PRH icon
Allstate Corp
ALL.PRH
+$1.9M

Top Sells

1
+$6.84M
2
+$6.18M
3
+$6.14M
4
SVC
Service Properties Trust
SVC
+$5.33M
5
UNP icon
Union Pacific
UNP
+$5.26M

Sector Composition

1 Technology 10.26%
2 Consumer Staples 6.24%
3 Healthcare 4.75%
4 Industrials 4.57%
5 Financials 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$1K ﹤0.01%
721
877
$1K ﹤0.01%
77
878
$1K ﹤0.01%
117
+23
879
$1K ﹤0.01%
41
880
$1K ﹤0.01%
25
881
$1K ﹤0.01%
5
882
$1K ﹤0.01%
40
883
$1K ﹤0.01%
125
884
$1K ﹤0.01%
+55
885
$1K ﹤0.01%
215
886
$1K ﹤0.01%
+56
887
$1K ﹤0.01%
+58
888
$1K ﹤0.01%
+28
889
$1K ﹤0.01%
+29
890
$1K ﹤0.01%
+400
891
$1K ﹤0.01%
88
+38
892
$1K ﹤0.01%
60
893
$1K ﹤0.01%
+28
894
$1K ﹤0.01%
+29
895
$1K ﹤0.01%
+28
896
$1K ﹤0.01%
+88
897
$1K ﹤0.01%
50
898
$1K ﹤0.01%
+54
899
$1K ﹤0.01%
+29
900
$1K ﹤0.01%
17
34 35
36
37 38