SIM
Sonora Investment Management Portfolio holdings
AUM
$798M
1-Year Return
17.61%
This Quarter Return
-0.04%
1 Year Return
+17.61%
3 Year Return
+32.82%
5 Year Return
+55.85%
10 Year Return
–
AUM
$798M
AUM Growth
+$32.9M
(+4.3%)
Cap. Flow
+$36.4M
Cap. Flow
% of AUM
4.56%
Top 10 Holdings %
Top 10 Hldgs %
25.55%
Holding
1,138
New
138
Increased
268
Reduced
113
Closed
50
Top Buys
| 1 |
GrafTech
EAF
|
$4.5M |
| 2 |
Union Pacific
UNP
|
$1.25M |
| 3 |
Oracle
ORCL
|
$1.13M |
| 4 |
Leggett & Platt
LEG
|
$1.04M |
| 5 |
fuboTV
FUBO
|
$921K |
Top Sells
| 1 |
Pinnacle West Capital
PNW
|
$2.9M |
| 2 |
Apple
AAPL
|
$1.64M |
| 3 |
Freeport-McMoran
FCX
|
$362K |
| 4 |
MXIM
Maxim Integrated Products
MXIM
|
$342K |
| 5 |
AT&T
T
|
$225K |
Sector Composition
| 1 | Technology | 24.4% |
| 2 | Industrials | 12.11% |
| 3 | Financials | 10.62% |
| 4 | Consumer Staples | 9.93% |
| 5 | Healthcare | 9.27% |
