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
$689M
AUM Growth
-$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,441
New
Increased
Reduced
Closed

Top Sells

1 +$5.28M
2 +$4.98M
3 +$3.06M
4
SLB icon
SLB Limited
SLB
+$1.96M
5
ETN icon
Eaton
ETN
+$1.9M

Sector Composition

1 Technology 10.84%
2 Industrials 6.62%
3 Healthcare 5.91%
4 Financials 5.6%
5 Consumer Staples 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$9K ﹤0.01%
320
+264
527
$9K ﹤0.01%
434
528
$9K ﹤0.01%
439
529
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+47
530
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100
531
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721
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50
533
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$8K ﹤0.01%
400
535
$8K ﹤0.01%
126
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$8K ﹤0.01%
570
+230
537
$8K ﹤0.01%
+1,000
538
$8K ﹤0.01%
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539
$8K ﹤0.01%
1,223
540
$8K ﹤0.01%
72
541
$8K ﹤0.01%
200
542
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3,000
543
$8K ﹤0.01%
300
544
$8K ﹤0.01%
300
545
$8K ﹤0.01%
300
546
$8K ﹤0.01%
400
547
$8K ﹤0.01%
333
548
$8K ﹤0.01%
326
+99
549
$8K ﹤0.01%
326
550
$8K ﹤0.01%
338