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
$977M
AUM Growth
+$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,077
New
Increased
Reduced
Closed

Top Sells

1 +$4.6M
2 +$1.26M
3 +$1.19M
4
FISV
Fiserv Inc
FISV
+$1.06M
5
ADBE icon
Adobe
ADBE
+$401K

Sector Composition

1 Technology 12.22%
2 Consumer Staples 5.91%
3 Healthcare 4.48%
4 Industrials 4.12%
5 Financials 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$7K ﹤0.01%
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652
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+628
653
$7K ﹤0.01%
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654
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40
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669
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670
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671
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600
672
$6K ﹤0.01%
542
673
$6K ﹤0.01%
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$6K ﹤0.01%
100
675
$6K ﹤0.01%
240