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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
$895M
AUM Growth
+$78.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,885
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.55M
3
+$1.45M
4
FITBI
Fifth Third Bancorp Depositary Shares
FITBI
+$1.14M
5
SVC
Service Properties Trust
SVC
+$1.1M

Top Sells

1
+$2.45M
2
+$1.45M
3
+$1.1M
4
EFSC icon
Enterprise Financial Services Corp
EFSC
+$912K
5
QCOM icon
Qualcomm
QCOM
+$796K

Sector Composition

1 Technology 10.33%
2 Industrials 6.84%
3 Financials 5.89%
4 Healthcare 5.02%
5 Consumer Staples 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$12K ﹤0.01%
213
577
$12K ﹤0.01%
324
-107
578
$12K ﹤0.01%
72
579
$12K ﹤0.01%
+500
580
$12K ﹤0.01%
275
581
$12K ﹤0.01%
1,000
582
$12K ﹤0.01%
+739
583
$12K ﹤0.01%
125
584
$12K ﹤0.01%
+200
585
$12K ﹤0.01%
1,000
586
$12K ﹤0.01%
500
-500
587
$12K ﹤0.01%
470
-470
588
$12K ﹤0.01%
200
589
$12K ﹤0.01%
200
590
$11K ﹤0.01%
202
591
$11K ﹤0.01%
330
592
$11K ﹤0.01%
126
593
$11K ﹤0.01%
388
+379
594
$11K ﹤0.01%
+148
595
$11K ﹤0.01%
445
+400
596
$11K ﹤0.01%
370
+130
597
$11K ﹤0.01%
418
598
$11K ﹤0.01%
68
+18
599
$11K ﹤0.01%
+221
600
$11K ﹤0.01%
227
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