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

Top Buys

1 +$13M
2 +$6.02M
3 +$5.38M
4
DD icon
DuPont de Nemours
DD
+$3.39M
5
BBT.PRH
BB&T Corporation
BBT.PRH
+$3.39M

Top Sells

1 +$2.41M
2 +$1.13M
3 +$952K
4
GOV
Government Properties Income Trust
GOV
+$951K
5
CGNX icon
Cognex
CGNX
+$688K

Sector Composition

1 Technology 11.99%
2 Industrials 6.96%
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
$15.1K ﹤0.01%
297
452
$15.1K ﹤0.01%
+600
453
$15K ﹤0.01%
+600
454
$14.9K ﹤0.01%
200
455
$14.9K ﹤0.01%
150
456
$14.9K ﹤0.01%
233
457
$14.9K ﹤0.01%
70
458
$14.8K ﹤0.01%
+577
459
$14.7K ﹤0.01%
+577
460
$14.6K ﹤0.01%
510
461
$14.5K ﹤0.01%
+1,000
462
$14.4K ﹤0.01%
+300
463
$14.3K ﹤0.01%
75
464
$14.3K ﹤0.01%
929
465
$14.3K ﹤0.01%
490
466
$14.2K ﹤0.01%
+550
467
$14.1K ﹤0.01%
240
468
$14K ﹤0.01%
+550
469
$13.9K ﹤0.01%
148
470
$13.9K ﹤0.01%
200
471
$13.8K ﹤0.01%
+550
472
$13.7K ﹤0.01%
434
473
$13.6K ﹤0.01%
212
474
$13.5K ﹤0.01%
+500
475
$13.5K ﹤0.01%
+534