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
$622M
AUM Growth
+$45.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,509
New
Increased
Reduced
Closed

Top Buys

1 +$12.8M
2 +$5.77M
3 +$5.22M
4
DD icon
DuPont de Nemours
DD
+$3.39M
5
BBT.PRH
BB&T Corporation
BBT.PRH
+$3.36M

Top Sells

1 +$2.27M
2 +$1.13M
3 +$960K
4
GOV
Government Properties Income Trust
GOV
+$956K
5
CGNX icon
Cognex
CGNX
+$716K

Sector Composition

1 Technology 11.83%
2 Industrials 7.12%
3 Financials 5.42%
4 Healthcare 4.94%
5 Energy 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$15K ﹤0.01%
+600
452
$14.9K ﹤0.01%
200
453
$14.9K ﹤0.01%
150
454
$14.9K ﹤0.01%
233
455
$14.9K ﹤0.01%
70
456
$14.8K ﹤0.01%
+577
457
$14.7K ﹤0.01%
+577
458
$14.6K ﹤0.01%
510
459
$14.5K ﹤0.01%
+1,000
460
$14.4K ﹤0.01%
+300
461
$14.3K ﹤0.01%
75
462
$14.3K ﹤0.01%
929
463
$14.3K ﹤0.01%
490
464
$14.2K ﹤0.01%
+550
465
$14.1K ﹤0.01%
240
466
$14K ﹤0.01%
+550
467
$13.9K ﹤0.01%
148
468
$13.9K ﹤0.01%
200
469
$13.8K ﹤0.01%
+550
470
$13.7K ﹤0.01%
434
471
$13.6K ﹤0.01%
424
472
$13.5K ﹤0.01%
+500
473
$13.5K ﹤0.01%
+534
474
$13.5K ﹤0.01%
+500
475
$13.3K ﹤0.01%
+528