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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
651
$9K ﹤0.01%
367
+200
652
$9K ﹤0.01%
126
653
$9K ﹤0.01%
+92
654
$9K ﹤0.01%
+56
655
$9K ﹤0.01%
87
+39
656
$9K ﹤0.01%
350
657
$9K ﹤0.01%
70
658
$8K ﹤0.01%
+61
659
$8K ﹤0.01%
300
660
$8K ﹤0.01%
67
661
$8K ﹤0.01%
+300
662
$8K ﹤0.01%
326
663
$8K ﹤0.01%
+300
664
$8K ﹤0.01%
1,140
665
$8K ﹤0.01%
+306
666
$8K ﹤0.01%
200
667
$8K ﹤0.01%
208
668
$8K ﹤0.01%
52
669
$8K ﹤0.01%
+145
670
$8K ﹤0.01%
406
671
$8K ﹤0.01%
168
672
$8K ﹤0.01%
146
673
$8K ﹤0.01%
100
674
$8K ﹤0.01%
428
+378
675
$8K ﹤0.01%
100
25 26
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