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
501
$8K ﹤0.01%
+130
502
$8K ﹤0.01%
+150
503
$8K ﹤0.01%
+678
504
$8K ﹤0.01%
+1,200
505
$8K ﹤0.01%
+1,080
506
$8K ﹤0.01%
+515
507
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+128
508
$8K ﹤0.01%
+263
509
$8K ﹤0.01%
+17
510
$8K ﹤0.01%
+151
511
$8K ﹤0.01%
+254
512
$8K ﹤0.01%
+3,180
513
$8K ﹤0.01%
+84
514
$8K ﹤0.01%
+123
515
$8K ﹤0.01%
+106
516
$8K ﹤0.01%
+141
517
$8K ﹤0.01%
+1,600
518
$8K ﹤0.01%
+249
519
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+222
520
$8K ﹤0.01%
+272
521
$8K ﹤0.01%
+1,000
522
$8K ﹤0.01%
+200
523
$8K ﹤0.01%
+761
524
$8K ﹤0.01%
+505
525
$8K ﹤0.01%
+1,500