SIM

Sonora Investment Management Portfolio holdings

AUM $798M
1-Year Est. Return 17.61%
This Quarter Est. Return
1 Year Est. Return
+17.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$515M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,021
New
Increased
Reduced
Closed

Top Buys

1 +$2M
2 +$1.9M
3 +$1.76M
4
MSFT icon
Microsoft
MSFT
+$1.08M
5
CINF icon
Cincinnati Financial
CINF
+$1.03M

Top Sells

1 +$7.35M
2 +$935K
3 +$619K
4
GILD icon
Gilead Sciences
GILD
+$460K
5
PAYX icon
Paychex
PAYX
+$345K

Sector Composition

1 Technology 9.47%
2 Industrials 5.4%
3 Financials 5.02%
4 Healthcare 4.55%
5 Energy 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$42.7K 0.01%
+4,775
252
$42.5K 0.01%
1,000
253
$42.5K 0.01%
1,000
254
$40.9K 0.01%
300
255
$40.9K 0.01%
749
256
$40.6K 0.01%
780
257
$39.5K 0.01%
1,500
-167
258
$39.3K 0.01%
1,500
259
$39.1K 0.01%
754
+550
260
$39.1K 0.01%
1,000
261
$39.1K 0.01%
330
262
$37K 0.01%
700
263
$36.8K 0.01%
506
+89
264
$36.4K 0.01%
1,500
265
$35.9K 0.01%
2,937
266
$35.8K 0.01%
803
267
$35.6K 0.01%
1,400
+300
268
$34.7K 0.01%
1,480
269
$33.5K 0.01%
+700
270
$33.4K 0.01%
1,135
271
$33.3K 0.01%
715
272
$33.1K 0.01%
250
273
$33K 0.01%
600
274
$32.8K 0.01%
1,770
275
$32.8K 0.01%
400