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
$1.06B
AUM Growth
+$98.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,988
New
Increased
Reduced
Closed

Top Buys

1
+$20.4M
2
+$9.66M
3
+$6.35M
4
EVRG icon
Evergy
EVRG
+$4.97M
5
TFC icon
Truist Financial
TFC
+$2.6M

Top Sells

1
+$6.33M
2
+$5.72M
3
+$1.54M
4
STI
SunTrust Banks, Inc.
STI
+$470K
5
JPM icon
JPMorgan Chase
JPM
+$245K

Sector Composition

1 Technology 11.04%
2 Industrials 6.88%
3 Consumer Staples 4.82%
4 Financials 4.19%
5 Healthcare 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$16K ﹤0.01%
+650
527
$16K ﹤0.01%
600
528
$16K ﹤0.01%
318
529
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530
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1,000
531
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532
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29
-5
533
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534
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535
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536
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600
537
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+1,000
538
$15K ﹤0.01%
577
539
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600
540
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541
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400
542
$15K ﹤0.01%
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543
$15K ﹤0.01%
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544
$15K ﹤0.01%
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545
$14K ﹤0.01%
400
546
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-22
547
$14K ﹤0.01%
1,000
-525
548
$14K ﹤0.01%
534
549
$14K ﹤0.01%
1,009
550
$14K ﹤0.01%
275
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