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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
$689M
AUM Growth
-$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,444
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.66M
3
+$1.62M
4
GS.PRJ
GOLDMAN SACHS GROUP, INC. 5.50% SER J
GS.PRJ
+$1.2M
5
LYB icon
LyondellBasell Industries
LYB
+$1.2M

Top Sells

1
+$5.31M
2
+$5.28M
3
+$3.24M
4
SLB icon
SLB Ltd
SLB
+$2.68M
5
ETN icon
Eaton
ETN
+$2.07M

Sector Composition

1 Technology 10.84%
2 Industrials 6.62%
3 Healthcare 5.91%
4 Financials 5.6%
5 Consumer Staples 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$3K ﹤0.01%
33
652
$3K ﹤0.01%
+14
653
$3K ﹤0.01%
100
654
$3K ﹤0.01%
200
655
$3K ﹤0.01%
52
656
$3K ﹤0.01%
+54
657
$3K ﹤0.01%
+214
658
$3K ﹤0.01%
+109
659
$3K ﹤0.01%
+123
660
$3K ﹤0.01%
101
661
$3K ﹤0.01%
127
662
$3K ﹤0.01%
633
663
$3K ﹤0.01%
95
664
$3K ﹤0.01%
63
665
$3K ﹤0.01%
155
-395
666
$3K ﹤0.01%
+64
667
$3K ﹤0.01%
+20
668
$3K ﹤0.01%
35
669
$3K ﹤0.01%
+70
670
$3K ﹤0.01%
66
671
$3K ﹤0.01%
+122
672
$3K ﹤0.01%
100
673
$3K ﹤0.01%
3
674
$3K ﹤0.01%
130
675
$3K ﹤0.01%
142
25 26
27
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