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
$330M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,176
New
Increased
Reduced
Closed

Top Buys

1 +$12.9M
2 +$7.62M
3 +$6.58M
4
CSX icon
CSX Corp
CSX
+$6.2M
5
GLW icon
Corning
GLW
+$5.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 10.42%
2 Industrials 6.36%
3 Healthcare 6.1%
4 Energy 3.49%
5 Financials 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$7K ﹤0.01%
+347
552
$7K ﹤0.01%
+387
553
$7K ﹤0.01%
+271
554
$7K ﹤0.01%
+115
555
$7K ﹤0.01%
+200
556
$7K ﹤0.01%
+116
557
$7K ﹤0.01%
+441
558
$7K ﹤0.01%
+367
559
$7K ﹤0.01%
+99
560
$7K ﹤0.01%
+90
561
$7K ﹤0.01%
+270
562
$7K ﹤0.01%
+175
563
$7K ﹤0.01%
+256
564
$7K ﹤0.01%
+718
565
$7K ﹤0.01%
+122
566
$6K ﹤0.01%
+165
567
$6K ﹤0.01%
+595
568
$6K ﹤0.01%
+126
569
$6K ﹤0.01%
+86
570
$6K ﹤0.01%
+21
571
$6K ﹤0.01%
+900
572
$6K ﹤0.01%
+232
573
$6K ﹤0.01%
+190
574
$6K ﹤0.01%
+382
575
$6K ﹤0.01%
+633