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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
626
$10K ﹤0.01%
500
627
$10K ﹤0.01%
+400
628
$10K ﹤0.01%
347
629
$10K ﹤0.01%
200
630
$10K ﹤0.01%
360
-2,864
631
$10K ﹤0.01%
+60
632
$10K ﹤0.01%
3,000
633
$10K ﹤0.01%
+400
634
$10K ﹤0.01%
+300
635
$9K ﹤0.01%
+211
636
$9K ﹤0.01%
+350
637
$9K ﹤0.01%
100
638
$9K ﹤0.01%
+32
639
$9K ﹤0.01%
35
640
$9K ﹤0.01%
60
641
$9K ﹤0.01%
+121
642
$9K ﹤0.01%
380
643
$9K ﹤0.01%
+11
644
$9K ﹤0.01%
700
645
$9K ﹤0.01%
200
646
$9K ﹤0.01%
11
647
$9K ﹤0.01%
+340
648
$9K ﹤0.01%
245
-60
649
$9K ﹤0.01%
+350
650
$9K ﹤0.01%
333
24 25
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