We are live on ! Find out more
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
$416M
AUM Growth
+$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,091
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$1.6M
3
+$1.03M
4
SLB icon
SLB Ltd
SLB
+$820K
5
RTN
Raytheon Company
RTN
+$675K

Top Sells

1
+$658K
2
+$305K
3
+$156K
4
GLW icon
Corning
GLW
+$147K
5
MGM icon
MGM Resorts International
MGM
+$131K

Sector Composition

1 Technology 8.25%
2 Industrials 5.77%
3 Healthcare 4.9%
4 Financials 3.53%
5 Energy 3.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
– –
-26
627
– –
-1,375
628
– –
-76
629
– –
-90
630
– –
-300
631
– –
-12
632
– –
-150
633
– –
-45
634
– –
-28
635
– –
-289
636
– –
-10
637
– –
-1,350
638
– –
-207
639
– –
-200
640
– –
-1,500
641
$0 ﹤0.01%
7
642
$0 ﹤0.01%
15
643
$0 ﹤0.01%
20
644
– –
-200
645
– –
-300
646
– –
-3
22 23 24 25
26