SIM

Sonora Investment Management Portfolio holdings

AUM $798M
1-Year Est. Return 17.61%
This Quarter Est. Return
1 Year Est. Return
+17.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.27B
AUM Growth
+$64.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,005
New
Increased
Reduced
Closed

Top Buys

1
+$6.52M
2
+$3.89M
3
+$2.94M
4
ORCL icon
Oracle
ORCL
+$2.62M
5
PAGS icon
PagSeguro Digital
PAGS
+$2.23M

Top Sells

1
+$5.4M
2
+$4.3M
3
+$3.25M
4
PEP icon
PepsiCo
PEP
+$2.47M
5
GLW icon
Corning
GLW
+$1.9M

Sector Composition

1 Technology 13.14%
2 Industrials 5.98%
3 Financials 5.87%
4 Consumer Staples 5.57%
5 Healthcare 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$36K ﹤0.01%
950
-1,100
427
$36K ﹤0.01%
294
-73
428
$36K ﹤0.01%
312
429
$36K ﹤0.01%
+754
430
$35K ﹤0.01%
460
431
$35K ﹤0.01%
141
-1,392
432
$35K ﹤0.01%
486
433
$35K ﹤0.01%
2,893
-789
434
$35K ﹤0.01%
+301
435
$35K ﹤0.01%
760
+560
436
$35K ﹤0.01%
250
437
$35K ﹤0.01%
1,375
+475
438
$34K ﹤0.01%
555
439
$33K ﹤0.01%
1,200
440
$33K ﹤0.01%
1,025
441
$33K ﹤0.01%
1,200
442
$33K ﹤0.01%
83
+50
443
$33K ﹤0.01%
560
444
$32K ﹤0.01%
1,200
445
$32K ﹤0.01%
2,168
446
$32K ﹤0.01%
250
447
$32K ﹤0.01%
150
448
$31K ﹤0.01%
300
449
$31K ﹤0.01%
535
+135
450
$31K ﹤0.01%
190
16 17
18
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