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
401
$18.4K ﹤0.01%
2,000
402
$18.1K ﹤0.01%
300
+153
403
$17.9K ﹤0.01%
300
404
$17.8K ﹤0.01%
50
405
$17.8K ﹤0.01%
+566
406
$17.7K ﹤0.01%
300
407
$17.6K ﹤0.01%
15
408
$17.3K ﹤0.01%
400
409
$17.3K ﹤0.01%
+850
410
$17.2K ﹤0.01%
285
411
$17.2K ﹤0.01%
800
412
$17.2K ﹤0.01%
500
413
$16.9K ﹤0.01%
253
414
$16.5K ﹤0.01%
1,525
415
$16.2K ﹤0.01%
5,200
-1,000
416
$16.2K ﹤0.01%
1,480
417
$16.2K ﹤0.01%
400
418
$16.1K ﹤0.01%
+121
419
$16.1K ﹤0.01%
80
420
$15.9K ﹤0.01%
+255
421
$15.9K ﹤0.01%
148
422
$15.8K ﹤0.01%
600
423
$15.7K ﹤0.01%
600
424
$15.6K ﹤0.01%
+237
425
$15.6K ﹤0.01%
600