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
326
$23.8K ﹤0.01%
940
327
$23.1K ﹤0.01%
200
328
$23K ﹤0.01%
180
-15
329
$22.9K ﹤0.01%
344
330
$22.6K ﹤0.01%
380
331
$22.5K ﹤0.01%
400
332
$22.4K ﹤0.01%
1,300
333
$22.4K ﹤0.01%
1,000
334
$22.2K ﹤0.01%
500
335
$22.1K ﹤0.01%
400
336
$22.1K ﹤0.01%
400
337
$21.9K ﹤0.01%
175
338
$21.3K ﹤0.01%
5,200
339
$21.3K ﹤0.01%
503
+1
340
$21.1K ﹤0.01%
800
341
$20.8K ﹤0.01%
127
342
$20.5K ﹤0.01%
420
343
$19.9K ﹤0.01%
855
344
$19.9K ﹤0.01%
1,000
345
$19.8K ﹤0.01%
476
346
$19.8K ﹤0.01%
+400
347
$19.7K ﹤0.01%
400
348
$19.5K ﹤0.01%
119
+19
349
$19K ﹤0.01%
1,000
350
$18.9K ﹤0.01%
400