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
551
$7.64K ﹤0.01%
52
552
$7.62K ﹤0.01%
300
553
$7.61K ﹤0.01%
300
554
$7.58K ﹤0.01%
301
555
$7.54K ﹤0.01%
200
556
$7.51K ﹤0.01%
300
557
$7.51K ﹤0.01%
91
558
$7.49K ﹤0.01%
300
559
$7.49K ﹤0.01%
72
560
$7.45K ﹤0.01%
100
561
$7.4K ﹤0.01%
100
562
$7.39K ﹤0.01%
+500
563
$7.36K ﹤0.01%
280
564
$7.36K ﹤0.01%
67
565
$7.31K ﹤0.01%
1,000
566
$7.28K ﹤0.01%
155
+89
567
$7.28K ﹤0.01%
35
568
$7.22K ﹤0.01%
542
569
$7.18K ﹤0.01%
300
570
$7.11K ﹤0.01%
245
571
$7.01K ﹤0.01%
267
572
$6.91K ﹤0.01%
340
573
$6.85K ﹤0.01%
50
574
$6.75K ﹤0.01%
103
575
$6.74K ﹤0.01%
200
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