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
$330M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,176
New
Increased
Reduced
Closed

Top Buys

1 +$11.8M
2 +$7.1M
3 +$6.62M
4
GLW icon
Corning
GLW
+$5.65M
5
CSX icon
CSX Corp
CSX
+$5.65M

Top Sells

No sells this quarter

Sector Composition

1 Technology 10.42%
2 Industrials 6.36%
3 Healthcare 6.1%
4 Energy 3.49%
5 Financials 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
701
$5K ﹤0.01%
+69
702
$5K ﹤0.01%
+130
703
$5K ﹤0.01%
+185
704
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705
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+34
706
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+3,000
707
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+201
708
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+260
709
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+350
710
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711
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712
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713
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+426
714
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715
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716
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717
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718
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719
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720
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+300
721
$4K ﹤0.01%
+147
722
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+99
723
$4K ﹤0.01%
+197
724
$4K ﹤0.01%
+75
725
$4K ﹤0.01%
+33