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
$1.06B
AUM Growth
+$98.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,988
New
Increased
Reduced
Closed

Top Buys

1
+$23.3M
2
+$9.88M
3
+$6.42M
4
EVRG icon
Evergy
EVRG
+$5.07M
5
TFC icon
Truist Financial
TFC
+$2.71M

Top Sells

1
+$6.5M
2
+$5.72M
3
+$1.61M
4
STI
SunTrust Banks, Inc.
STI
+$470K
5
JPM icon
JPMorgan Chase
JPM
+$267K

Sector Composition

1 Technology 11.04%
2 Industrials 6.88%
3 Consumer Staples 4.82%
4 Financials 4.19%
5 Healthcare 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$8K ﹤0.01%
100
-192
652
$8K ﹤0.01%
+125
653
$8K ﹤0.01%
+140
654
$8K ﹤0.01%
100
655
$8K ﹤0.01%
+303
656
$8K ﹤0.01%
200
657
$8K ﹤0.01%
+400
658
$8K ﹤0.01%
39
659
$8K ﹤0.01%
39
660
$8K ﹤0.01%
77
-1,180
661
$8K ﹤0.01%
200
662
$8K ﹤0.01%
275
663
$8K ﹤0.01%
200
664
$8K ﹤0.01%
+429
665
$8K ﹤0.01%
+310
666
$8K ﹤0.01%
300
667
$8K ﹤0.01%
300
668
$8K ﹤0.01%
300
669
$8K ﹤0.01%
600
670
$8K ﹤0.01%
300
671
$8K ﹤0.01%
300
672
$8K ﹤0.01%
300
673
$7K ﹤0.01%
+200
674
$7K ﹤0.01%
50
675
$7K ﹤0.01%
+283
25 26
27
28 29