Find Institutional Investor
Institutional Investor
Browse Institutional Investors
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
18
1
0
1
0
0
10
1
0
SONATA CAPITAL GROUP INC

Time Period2019-03-31

Total Holdings99

Total Value ($x1000)134,291
Activities
New7

Increased14

Unchanged46

Decreased32

Sold Out2

Top 10 Stock Holdingstotal 44.17%
IWN6.43

VYM5.66

IVW4.89

IWF4.88

IWR4.84

 
VTI3.96

IJS3.83

IJH3.33

IWD3.33

IVE3.02

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IWN
6.43%
RUS 2000 VAL ETF
VYM
5.66%
HIGH DIV YLD
IVW
4.89%
S&P 500 GRWT ETF
IWF
4.88%
RUS 1000 GRW ETF
IWR
4.84%
RUS MID-CAP ETF
VTI
3.96%
TOTAL STK MKT
IJS
3.83%
SP SMCP600VL ETF
IJH
3.33%
CORE S&P MCP ETF
IWD
3.33%
RUS 1000 VAL ETF
IVE
3.02%
S&P 500 VAL ETF
MDY
2.41%
UTSER1 S&PDCRP
AAPL
2.31%
COM
AMZN
2.29%
COM
IJJ
2.13%
S&P MC 400VL ETF
VBR
2.03%
SM CP VAL ETF
MUB
2%
NAT AMT FREE BD
MSFT
1.96%
COM
VCSH
1.62%
SHRT TRM CORP BD
IVV
1.46%
CORE S&P500 ETF
IWO
1.4%
RUS 2000 GRW ETF
IJT
1.37%
SP SMCP600GR ETF
BA
1.3%
COM
EEM
1.22%
MSCI EMG MKT ETF
JPM
1.08%
COM
DVY
1.06%
SELECT DIVID ETF
IWS
1.01%
RUS MDCP VAL ETF
VO
0.89%
MID CAP ETF
IWV
0.8%
RUSSELL 3000 ETF
MRK
0.8%
COM
COST
0.8%
COM
VGK
0.77%
FTSE EUROPE ETF
LQD
0.75%
IBOXX INV CP ETF
VTEB
0.75%
TAX-EXEMPT BD
PFF
0.7%
U.S. PFD STK ETF
HYG
0.69%
IBOXX HI YD ETF
VIG
0.68%
DIV APP ETF
DTD
0.66%
TOTAL DIVID FD
BRK.B
0.64%
CL B NEW
ICF
0.64%
COHEN&STEER REIT
JNJ
0.63%
COM
IYW
0.63%
U.S. TECH ETF
SPY
0.63%
TR UNIT
TIP
0.63%
TIPS BD ETF
XLK
0.6%
TECHNOLOGY
SUB
0.56%
SHT NTLAMTFR ETF
PFE
0.52%
COM
IYY
0.52%
DOW JONES US ETF
CVX
0.5%
COM
BIV
0.49%
INTERMED TERM
AGG
0.47%
CORE TOTUSBD ETF
VZ
0.47%
COM
CWB
0.47%
BRC CNV SECS ETF
IJR
0.46%
CORE S&P SCP ETF
CIU
0.46%
INTERM CR BD ETF
INTC
0.43%
COM
T
0.43%
COM
QQQ
0.43%
UNIT SER 1
VHT
0.38%
HEALTH CAR ETF
HFWA
0.37%
COM
MCD
0.36%
COM
EFA
0.36%
MSCI EAFE ETF
VGT
0.36%
INF TECH ETF
CLX
0.34%
COM
SBUX
0.33%
COM
CSJ
0.33%
1-3 YR CR BD ETF
VCIT
0.33%
INT-TERM CORP
VONV
0.3%
VNG RUS1000VAL
MO
0.3%
COM
WES
0.29%
COM UNIT LP INT
CMF
0.29%
CALI AMT-FRE ETF
BND
0.29%
TOTAL BND MRKT
SHY
0.29%
1-3 YR TR BD ETF
CFT
0.28%
CREDIT BD ETF
CSCO
0.27%
COM
VOE
0.27%
MCAP VL IDXVIP
IYC
0.26%
U.S. CNSM SV ETF
VONG
0.25%
VNG RUS1000GRW
PG
0.24%
COM
C
0.24%
COM NEW
XOM
0.24%
COM
DIS
0.22%
COM DISNEY
IYR
0.21%
U.S. REAL ES ETF
VCR
0.21%
CONSUM DIS ETF
ABBV
0.21%
COM
BOND
0.2%
TOTL RETN ETF
IYH
0.2%
US HLTHCARE ETF
JWN
0.19%
COM
IYJ
0.19%
U.S. INDS ETF
PEP
0.19%
COM
UNH
0.18%
COM
ZTS
0.17%
CL A
VTWV
0.17%
VNG RUS2000VAL
BMY
0.17%
COM
ORCL
0.16%
COM
SPDR DOW...
0.16%
ETF
KLD
0.16%
USA ESG SLCT ETF
VTV
0.16%
VALUE ETF
GOOG
0.16%
CAP STK CL C
ADOM
< 0.01%
COM
WES
0.28%
COM UNIT LP IN
TSLA
0.16%
COM