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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
$765M
AUM Growth
-$505M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,006
New
Increased
Reduced
Closed

Top Buys

1
+$9.53M
2
+$1.66M
3
+$1.29M
4
WPM icon
Wheaton Precious Metals
WPM
+$1.27M
5
AMZN icon
Amazon
AMZN
+$1.26M

Top Sells

1
+$13.3M
2
+$12.3M
3
+$9.29M
4
FITBI
Fifth Third Bancorp Depositary Shares
FITBI
+$8.13M
5
MET.PRF icon
MetLife Inc 4.75% Series F Preferred Stock
MET.PRF
+$7.93M

Sector Composition

1 Technology 24.89%
2 Industrials 11.99%
3 Consumer Staples 10.07%
4 Financials 9.87%
5 Healthcare 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XSMO icon
401
Invesco S&P SmallCap Momentum ETF
XSMO
$2.93B
$47K 0.01%
+860
GD icon
402
General Dynamics
GD
$98.1B
$46K 0.01%
244
RGLD icon
403
Royal Gold
RGLD
$18.5B
$46K 0.01%
402
SCHF icon
404
Schwab International Equity ETF
SCHF
$66.6B
$46K 0.01%
2,350
+2,100
ON icon
405
ON Semiconductor
ON
$43.9B
$46K 0.01%
1,198
PSLV icon
406
Sprott Physical Silver Trust
PSLV
$13.7B
$46K 0.01%
5,000
+1,800
P
407
Everpure Inc
P
$24.2B
$46K 0.01%
2,375
-75
SPG icon
408
Simon Property Group
SPG
$68.1B
$46K 0.01%
350
-50
XLK icon
409
State Street Technology Select Sector SPDR ETF
XLK
$122B
$46K 0.01%
626
ZM icon
410
Zoom
ZM
$25.6B
$46K 0.01%
120
+100
ADM icon
411
Archer Daniels Midland
ADM
$36.9B
$45K 0.01%
742
-110
GSK icon
412
GSK
GSK
$105B
$45K 0.01%
898
+480
TTE icon
413
TotalEnergies
TTE
$183B
$45K 0.01%
+1,000
XRN
414
Chiron Real Estate Inc
XRN
$463M
$44K 0.01%
600
+200
IWD icon
415
iShares Russell 1000 Value ETF
IWD
$76.1B
$44K 0.01%
277
-26
CNK icon
416
Cinemark Holdings
CNK
$3.87B
$44K 0.01%
2,000
DCI icon
417
Donaldson
DCI
$9.89B
$44K 0.01%
700
DES icon
418
WisdomTree US SmallCap Dividend Fund
DES
$2.1B
$44K 0.01%
+1,385
JWN
419
DELISTED
Nordstrom
JWN
$44K 0.01%
1,200
SONO icon
420
Sonos
SONO
$1.7B
$44K 0.01%
+1,250
UMH
421
UMH Properties
UMH
$1.27B
$44K 0.01%
2,000
XPEV icon
422
XPeng
XPEV
$12.8B
$44K 0.01%
1,000
INSM icon
423
Insmed
INSM
$21.3B
$43K 0.01%
1,500
ISRG icon
424
Intuitive Surgical
ISRG
$142B
$43K 0.01%
141
PSR icon
425
Invesco Active US Real Estate Fund
PSR
$57M
$43K 0.01%
417
15 16
17
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