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
$515M
AUM Growth
+$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,021
New
Increased
Reduced
Closed

Top Buys

1 +$2M
2 +$1.9M
3 +$1.76M
4
MSFT icon
Microsoft
MSFT
+$1.08M
5
CINF icon
Cincinnati Financial
CINF
+$1.03M

Top Sells

1 +$7.35M
2 +$935K
3 +$619K
4
GILD icon
Gilead Sciences
GILD
+$460K
5
PAYX icon
Paychex
PAYX
+$345K

Sector Composition

1 Technology 9.47%
2 Industrials 5.4%
3 Financials 5.02%
4 Healthcare 4.55%
5 Energy 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$7.18K ﹤0.01%
434
452
$7.18K ﹤0.01%
542
453
$7.11K ﹤0.01%
396
454
$7.08K ﹤0.01%
+75
455
$7.03K ﹤0.01%
622
456
$6.8K ﹤0.01%
200
457
$6.73K ﹤0.01%
200
458
$6.68K ﹤0.01%
+500
459
$6.31K ﹤0.01%
+100
460
$6.31K ﹤0.01%
600
461
$6.24K ﹤0.01%
700
462
$6.2K ﹤0.01%
144
463
$6.15K ﹤0.01%
200
464
$6.13K ﹤0.01%
100
465
$5.95K ﹤0.01%
200
466
$5.95K ﹤0.01%
300
-3
467
$5.94K ﹤0.01%
50
468
$5.87K ﹤0.01%
50
469
$5.72K ﹤0.01%
106
470
$5.7K ﹤0.01%
400
471
$5.58K ﹤0.01%
1,000
472
$5.54K ﹤0.01%
75
473
$5.54K ﹤0.01%
280
+100
474
$5.39K ﹤0.01%
90
475
$5.28K ﹤0.01%
112
-25