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
$629M
AUM Growth
+$6.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,352
New
Increased
Reduced
Closed

Top Buys

1
+$2.25M
2
+$1.94M
3
+$1.48M
4
KMB icon
Kimberly-Clark
KMB
+$1.46M
5
MSFT icon
Microsoft
MSFT
+$840K

Top Sells

1
+$2.01M
2
+$1.74M
3
+$1.18M
4
XRX icon
Xerox
XRX
+$1.06M
5
EQC
Equity Commonwealth
EQC
+$846K

Sector Composition

1 Technology 12.18%
2 Industrials 7.42%
3 Financials 5.93%
4 Healthcare 4.67%
5 Consumer Staples 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$8.58K ﹤0.01%
600
527
$8.57K ﹤0.01%
+250
528
$8.55K ﹤0.01%
550
529
$8.54K ﹤0.01%
326
530
$8.49K ﹤0.01%
338
531
$8.29K ﹤0.01%
100
532
$8.26K ﹤0.01%
200
533
$8.21K ﹤0.01%
100
534
$8.19K ﹤0.01%
497
535
$8.16K ﹤0.01%
265
+65
536
$8.14K ﹤0.01%
100
537
$8.13K ﹤0.01%
396
538
$8.09K ﹤0.01%
50
539
$8.08K ﹤0.01%
124
540
$7.92K ﹤0.01%
+300
541
$7.91K ﹤0.01%
+70
542
$7.86K ﹤0.01%
300
543
$7.82K ﹤0.01%
48
544
$7.79K ﹤0.01%
300
545
$7.78K ﹤0.01%
60
546
$7.76K ﹤0.01%
310
547
$7.72K ﹤0.01%
132
548
$7.72K ﹤0.01%
300
549
$7.69K ﹤0.01%
194
550
$7.65K ﹤0.01%
661
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