SIM

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
$629M
AUM Growth
+$6.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,352
New
Increased
Reduced
Closed

Top Buys

1
+$2.25M
2
+$1.94M
3
+$1.48M
4
KMB icon
Kimberly-Clark
KMB
+$1.46M
5
MSFT icon
Microsoft
MSFT
+$840K

Top Sells

1
+$2.01M
2
+$1.74M
3
+$1.18M
4
XRX icon
Xerox
XRX
+$1.06M
5
EQC
Equity Commonwealth
EQC
+$846K

Sector Composition

1 Technology 12.18%
2 Industrials 7.42%
3 Financials 5.93%
4 Healthcare 4.67%
5 Consumer Staples 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$20.5K ﹤0.01%
150
377
$20.5K ﹤0.01%
150
378
$20.4K ﹤0.01%
400
379
$20.4K ﹤0.01%
1,600
380
$20.3K ﹤0.01%
500
381
$20.2K ﹤0.01%
600
-46
382
$20K ﹤0.01%
200
383
$20K ﹤0.01%
1,300
384
$19.9K ﹤0.01%
750
385
$19.6K ﹤0.01%
+250
386
$19.6K ﹤0.01%
352
+300
387
$19.5K ﹤0.01%
700
388
$19.4K ﹤0.01%
115
389
$19.4K ﹤0.01%
333
390
$19.3K ﹤0.01%
+227
391
$19K ﹤0.01%
720
392
$19K ﹤0.01%
400
393
$19K ﹤0.01%
+265
394
$18.8K ﹤0.01%
250
395
$18.8K ﹤0.01%
1,184
-178
396
$18.8K ﹤0.01%
85
397
$18.7K ﹤0.01%
+350
398
$18.6K ﹤0.01%
1,000
399
$18.5K ﹤0.01%
300
400
$18.4K ﹤0.01%
550
14 15
16
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