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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
$1.27B
AUM Growth
+$64.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,005
New
Increased
Reduced
Closed

Top Buys

1
+$6.13M
2
+$3.71M
3
+$2.58M
4
LUV icon
Southwest Airlines
LUV
+$2.56M
5
ORCL icon
Oracle
ORCL
+$2.41M

Top Sells

1
+$5.34M
2
+$4.21M
3
+$3.22M
4
PEP icon
PepsiCo
PEP
+$2.4M
5
GLW icon
Corning
GLW
+$1.68M

Sector Composition

1 Technology 13.14%
2 Industrials 5.99%
3 Financials 5.87%
4 Consumer Staples 5.57%
5 Healthcare 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
– –
-17,480
952
– –
-736
953
– –
-58
954
– –
0
955
– –
-15
956
– –
-93
957
– –
-90
958
$0 ﹤0.01%
72
959
– –
-200
960
– –
-2
961
– –
-64
962
$0 ﹤0.01%
+372
963
$0 ﹤0.01%
700
964
$0 ﹤0.01%
2
965
– –
-75
966
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-29
967
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-18
968
– –
-62
969
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-236
970
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-250
971
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0
972
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973
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-500
974
– –
-13
975
– –
-500
37 38
39
40 41