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
$622M
AUM Growth
+$45.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,509
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$5.77M
3
+$5.22M
4
DD icon
DuPont de Nemours
DD
+$3.39M
5
BBT.PRH
BB&T Corporation
BBT.PRH
+$3.36M

Top Sells

1
+$2.27M
2
+$1.13M
3
+$960K
4
GOV
Government Properties Income Trust
GOV
+$956K
5
CGNX icon
Cognex
CGNX
+$716K

Sector Composition

1 Technology 11.83%
2 Industrials 7.12%
3 Financials 5.42%
4 Healthcare 4.94%
5 Energy 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$3.32K ﹤0.01%
+125
677
$3.21K ﹤0.01%
71
678
$3.11K ﹤0.01%
73
679
$3.09K ﹤0.01%
60
680
$3.06K ﹤0.01%
20
-79
681
$3.04K ﹤0.01%
104
682
$3.03K ﹤0.01%
66
683
$2.89K ﹤0.01%
200
684
$2.88K ﹤0.01%
114
-28
685
$2.83K ﹤0.01%
60
686
$2.79K ﹤0.01%
57
687
$2.78K ﹤0.01%
+105
688
$2.75K ﹤0.01%
63
689
$2.75K ﹤0.01%
50
690
$2.73K ﹤0.01%
30
691
$2.69K ﹤0.01%
29
692
$2.66K ﹤0.01%
200
693
$2.66K ﹤0.01%
+61
694
$2.66K ﹤0.01%
+52
695
$2.65K ﹤0.01%
+105
696
$2.64K ﹤0.01%
101
697
$2.61K ﹤0.01%
+108
698
$2.58K ﹤0.01%
50
-68
699
$2.55K ﹤0.01%
200
700
$2.47K ﹤0.01%
52
26 27
28
29 30