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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
$844M
AUM Growth
-$215M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,951
New
Increased
Reduced
Closed

Top Buys

1
+$3.99M
2
+$2.63M
3
+$2.3M
4
BAC.PRM icon
Bank of America Depository Shares Series KK
BAC.PRM
+$2.16M
5
ALL.PRH icon
Allstate Corp
ALL.PRH
+$1.9M

Top Sells

1
+$6.84M
2
+$6.18M
3
+$6.14M
4
SVC
Service Properties Trust
SVC
+$5.33M
5
UNP icon
Union Pacific
UNP
+$5.26M

Sector Composition

1 Technology 10.26%
2 Consumer Staples 6.24%
3 Healthcare 4.75%
4 Industrials 4.57%
5 Financials 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$6K ﹤0.01%
35
-15
627
$6K ﹤0.01%
171
628
$6K ﹤0.01%
1,300
629
$6K ﹤0.01%
142
-175
630
$6K ﹤0.01%
200
631
$6K ﹤0.01%
546
632
$6K ﹤0.01%
400
+200
633
$6K ﹤0.01%
300
634
$6K ﹤0.01%
+221
635
$6K ﹤0.01%
260
-700
636
$6K ﹤0.01%
267
637
$6K ﹤0.01%
300
638
$6K ﹤0.01%
140
639
$6K ﹤0.01%
39
640
$6K ﹤0.01%
379
+29
641
$6K ﹤0.01%
91
-440
642
$6K ﹤0.01%
5
643
$5K ﹤0.01%
+228
644
$5K ﹤0.01%
126
+26
645
$5K ﹤0.01%
100
646
$5K ﹤0.01%
1,000
647
$5K ﹤0.01%
200
648
$5K ﹤0.01%
54
649
$5K ﹤0.01%
300
650
$5K ﹤0.01%
1,009
24 25
26
27 28