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
$330M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,176
New
Increased
Reduced
Closed

Top Buys

1 +$11.8M
2 +$7.1M
3 +$6.62M
4
GLW icon
Corning
GLW
+$5.65M
5
CSX icon
CSX Corp
CSX
+$5.65M

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.04%
2 Healthcare 6.1%
3 Industrials 5.73%
4 Energy 3.49%
5 Financials 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$9K ﹤0.01%
+400
477
$9K ﹤0.01%
+337
478
$9K ﹤0.01%
+1,300
479
$9K ﹤0.01%
+161
480
$9K ﹤0.01%
+1,427
481
$9K ﹤0.01%
+385
482
$9K ﹤0.01%
+134
483
$9K ﹤0.01%
+240
484
$9K ﹤0.01%
+500
485
$9K ﹤0.01%
+173
486
$9K ﹤0.01%
+1,839
487
$9K ﹤0.01%
+252
488
$9K ﹤0.01%
+128
489
$9K ﹤0.01%
+178
490
$9K ﹤0.01%
+273
491
$9K ﹤0.01%
+250
492
$9K ﹤0.01%
+400
493
$9K ﹤0.01%
+350
494
$8K ﹤0.01%
+376
495
$8K ﹤0.01%
+735
496
$8K ﹤0.01%
+189
497
$8K ﹤0.01%
+614
498
$8K ﹤0.01%
+242
499
$8K ﹤0.01%
+293
500
$8K ﹤0.01%
+382