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
451
$23K ﹤0.01%
428
452
$23K ﹤0.01%
500
453
$23K ﹤0.01%
+500
454
$23K ﹤0.01%
885
455
$23K ﹤0.01%
440
456
$23K ﹤0.01%
237
+200
457
$23K ﹤0.01%
93
+48
458
$23K ﹤0.01%
900
459
$23K ﹤0.01%
300
460
$22K ﹤0.01%
1,607
461
$22K ﹤0.01%
350
462
$22K ﹤0.01%
377
+90
463
$22K ﹤0.01%
+150
464
$22K ﹤0.01%
456
465
$22K ﹤0.01%
220
466
$22K ﹤0.01%
341
+68
467
$22K ﹤0.01%
482
+28
468
$22K ﹤0.01%
+800
469
$22K ﹤0.01%
456
470
$22K ﹤0.01%
654
-100
471
$21K ﹤0.01%
125
472
$21K ﹤0.01%
400
473
$21K ﹤0.01%
300
-262
474
$21K ﹤0.01%
+238
475
$21K ﹤0.01%
170
+70
17 18
19
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