SIM

Sonora Investment Management Portfolio holdings

AUM $798M
1-Year Est. Return 17.61%
This Quarter Est. Return
1 Year Est. Return
+17.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$330M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,176
New
Increased
Reduced
Closed

Top Buys

1 +$11.8M
2 +$7.1M
3 +$6.62M
4
GLW icon
Corning
GLW
+$5.65M
5
CSX icon
CSX Corp
CSX
+$5.65M

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.04%
2 Healthcare 6.1%
3 Industrials 5.73%
4 Energy 3.49%
5 Financials 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$5K ﹤0.01%
+69
652
$5K ﹤0.01%
+50
653
$5K ﹤0.01%
+66
654
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655
$5K ﹤0.01%
+420
656
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657
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658
$5K ﹤0.01%
+304
659
$5K ﹤0.01%
+138
660
$5K ﹤0.01%
+500
661
$5K ﹤0.01%
+110
662
$5K ﹤0.01%
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663
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664
$5K ﹤0.01%
+61
665
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+94
666
$5K ﹤0.01%
+50
667
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+112
668
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669
$5K ﹤0.01%
+100
670
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+99
671
$5K ﹤0.01%
+2,000
672
$5K ﹤0.01%
+224
673
$5K ﹤0.01%
+439
674
$5K ﹤0.01%
+272
675
$5K ﹤0.01%
+223