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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
1026
– –
-26
1027
– –
0
1028
$0 ﹤0.01%
2
-4
1029
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-10
1030
– –
-200
1031
$0 ﹤0.01%
20
1032
– –
-25
1033
– –
-38
1034
– –
-125
1035
$0 ﹤0.01%
11
1036
$0 ﹤0.01%
200
1037
– –
-27
1038
– –
-500
1039
– –
-42
1040
– –
-69
1041
– –
-3,092
1042
$0 ﹤0.01%
700
1043
$0 ﹤0.01%
300
1044
$0 ﹤0.01%
1,000
1045
$0 ﹤0.01%
200
1046
$0 ﹤0.01%
1
1047
$0 ﹤0.01%
23
1048
$0 ﹤0.01%
12
+10
1049
$0 ﹤0.01%
1
1050
– –
-5,516
40 41
42
43 44