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
476
$5.24K ﹤0.01%
244
477
$5.21K ﹤0.01%
200
478
$5.13K ﹤0.01%
400
479
$5.12K ﹤0.01%
280
+100
480
$5.09K ﹤0.01%
100
481
$5.05K ﹤0.01%
157
-176
482
$4.84K ﹤0.01%
500
483
$4.83K ﹤0.01%
144
484
$4.82K ﹤0.01%
633
485
$4.65K ﹤0.01%
143
486
$4.65K ﹤0.01%
420
487
$4.55K ﹤0.01%
+126
488
$4.44K ﹤0.01%
55
489
$4.38K ﹤0.01%
300
490
$4.33K ﹤0.01%
114
491
$4.3K ﹤0.01%
28
492
$4.27K ﹤0.01%
200
493
$4.2K ﹤0.01%
40
494
$4.12K ﹤0.01%
52
495
$3.97K ﹤0.01%
30
496
$3.74K ﹤0.01%
50
497
$3.62K ﹤0.01%
50
498
$3.56K ﹤0.01%
30
499
$3.54K ﹤0.01%
200
500
$3.42K ﹤0.01%
80
18 19
20
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