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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
676
$8K ﹤0.01%
60
677
$8K ﹤0.01%
1,223
678
$8K ﹤0.01%
275
679
$8K ﹤0.01%
91
680
$8K ﹤0.01%
165
681
$8K ﹤0.01%
200
682
$8K ﹤0.01%
310
683
$8K ﹤0.01%
44
+12
684
$8K ﹤0.01%
300
685
$8K ﹤0.01%
300
686
$8K ﹤0.01%
300
687
$8K ﹤0.01%
326
688
$8K ﹤0.01%
300
689
$8K ﹤0.01%
300
690
$8K ﹤0.01%
158
691
$7K ﹤0.01%
542
692
$7K ﹤0.01%
200
693
$7K ﹤0.01%
+50
694
$7K ﹤0.01%
+106
695
$7K ﹤0.01%
38
696
$7K ﹤0.01%
+131
697
$7K ﹤0.01%
+85
698
$7K ﹤0.01%
+82
699
$7K ﹤0.01%
75
-15
700
$7K ﹤0.01%
+300
26 27
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29 30