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
$1.06B
AUM Growth
+$98.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,988
New
Increased
Reduced
Closed

Top Buys

1
+$20.4M
2
+$9.66M
3
+$6.35M
4
EVRG icon
Evergy
EVRG
+$4.97M
5
TFC icon
Truist Financial
TFC
+$2.6M

Top Sells

1
+$6.33M
2
+$5.72M
3
+$1.54M
4
STI
SunTrust Banks, Inc.
STI
+$470K
5
JPM icon
JPMorgan Chase
JPM
+$245K

Sector Composition

1 Technology 11.04%
2 Industrials 6.88%
3 Consumer Staples 4.82%
4 Financials 4.19%
5 Healthcare 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$26K ﹤0.01%
400
427
$26K ﹤0.01%
700
428
$26K ﹤0.01%
232
-68
429
$26K ﹤0.01%
775
+30
430
$26K ﹤0.01%
779
-123
431
$26K ﹤0.01%
+1,500
432
$26K ﹤0.01%
985
433
$26K ﹤0.01%
450
434
$25K ﹤0.01%
123
-15
435
$25K ﹤0.01%
391
436
$25K ﹤0.01%
950
437
$25K ﹤0.01%
1,100
438
$25K ﹤0.01%
856
-3
439
$25K ﹤0.01%
+224
440
$25K ﹤0.01%
150
441
$24K ﹤0.01%
403
442
$24K ﹤0.01%
945
443
$24K ﹤0.01%
380
444
$24K ﹤0.01%
1,000
445
$24K ﹤0.01%
150
446
$24K ﹤0.01%
900
447
$24K ﹤0.01%
1,060
+24
448
$24K ﹤0.01%
258
449
$24K ﹤0.01%
374
+194
450
$23K ﹤0.01%
127
16 17
18
19 20