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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
$765M
AUM Growth
-$505M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,006
New
Increased
Reduced
Closed

Top Buys

1
+$9.53M
2
+$1.66M
3
+$1.29M
4
WPM icon
Wheaton Precious Metals
WPM
+$1.27M
5
AMZN icon
Amazon
AMZN
+$1.26M

Top Sells

1
+$13.3M
2
+$12.3M
3
+$9.29M
4
FITBI
Fifth Third Bancorp Depositary Shares
FITBI
+$8.13M
5
MET.PRF icon
MetLife Inc 4.75% Series F Preferred Stock
MET.PRF
+$7.93M

Sector Composition

1 Technology 24.89%
2 Industrials 11.99%
3 Consumer Staples 10.07%
4 Financials 9.87%
5 Healthcare 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TWTR
576
DELISTED
Twitter, Inc.
TWTR
$20K ﹤0.01%
295
+50
ASML icon
577
ASML
ASML
$740B
$19K ﹤0.01%
28
+13
AOS icon
578
A.O. Smith
AOS
$8.22B
$19K ﹤0.01%
269
+12
APD icon
579
Air Products & Chemicals
APD
$62.3B
$19K ﹤0.01%
66
FPX icon
580
First Trust US Equity Opportunities ETF
FPX
$1.52B
$19K ﹤0.01%
147
-24
FVD icon
581
First Trust Value Line Dividend Fund
FVD
$7.96B
$19K ﹤0.01%
474
-72
LIN icon
582
Linde
LIN
$239B
$19K ﹤0.01%
67
+12
LULU icon
583
lululemon athletica
LULU
$12.7B
$19K ﹤0.01%
52
SCCO icon
584
Southern Copper
SCCO
$158B
$19K ﹤0.01%
324
SU icon
585
Suncor Energy
SU
$64.6B
$19K ﹤0.01%
779
VCIT icon
586
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.3B
$19K ﹤0.01%
200
CABO icon
587
Cable One
CABO
$243M
$19K ﹤0.01%
10
WSM icon
588
Williams-Sonoma
WSM
$26.8B
$19K ﹤0.01%
244
+44
HZNP
589
DELISTED
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
$19K ﹤0.01%
200
HOG icon
590
Harley-Davidson
HOG
$2.7B
$18K ﹤0.01%
400
LTC
591
LTC Properties
LTC
$1.86B
$18K ﹤0.01%
465
PK icon
592
Park Hotels & Resorts
PK
$2.99B
$18K ﹤0.01%
875
PRLB icon
593
Protolabs
PRLB
$1.93B
$18K ﹤0.01%
200
RBLX icon
594
Roblox
RBLX
$37.3B
$18K ﹤0.01%
203
+78
RS icon
595
Reliance Steel & Aluminium
RS
$20.2B
$18K ﹤0.01%
122
AAL icon
596
American Airlines Group
AAL
$10.5B
$18K ﹤0.01%
842
+11
AMN icon
597
AMN Healthcare
AMN
$1.21B
$18K ﹤0.01%
187
CSIQ icon
598
Canadian Solar
CSIQ
$1.1B
$18K ﹤0.01%
400
EQR icon
599
Equity Residential
EQR
$24.3B
$18K ﹤0.01%
233
FSLR icon
600
First Solar
FSLR
$27.8B
$18K ﹤0.01%
200
+100
22 23
24
25 26