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
426
$15.6K ﹤0.01%
300
+8
427
$15.5K ﹤0.01%
445
-600
428
$15.5K ﹤0.01%
1,700
429
$15.4K ﹤0.01%
600
430
$15.3K ﹤0.01%
140
431
$15.3K ﹤0.01%
600
432
$15.3K ﹤0.01%
434
433
$15.2K ﹤0.01%
279
434
$15K ﹤0.01%
600
435
$14.9K ﹤0.01%
600
436
$14.5K ﹤0.01%
460
-151
437
$14.4K ﹤0.01%
+93
438
$14.4K ﹤0.01%
577
439
$14.4K ﹤0.01%
150
440
$14.4K ﹤0.01%
233
441
$14.3K ﹤0.01%
510
442
$14.2K ﹤0.01%
75
443
$14.1K ﹤0.01%
1,209
444
$14K ﹤0.01%
550
445
$13.9K ﹤0.01%
400
446
$13.8K ﹤0.01%
929
447
$13.8K ﹤0.01%
550
448
$13.7K ﹤0.01%
550
449
$13.7K ﹤0.01%
240
450
$13.6K ﹤0.01%
1,666
16 17
18
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