SIM

Sonora Investment Management Portfolio holdings

AUM $798M
1-Year Est. Return 17.61%
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
+$13M
2
+$6.02M
3
+$5.38M
4
DD icon
DuPont de Nemours
DD
+$3.39M
5
BBT.PRH
BB&T Corporation
BBT.PRH
+$3.39M

Top Sells

1
+$2.41M
2
+$1.13M
3
+$952K
4
GOV
Government Properties Income Trust
GOV
+$951K
5
CGNX icon
Cognex
CGNX
+$688K

Sector Composition

1 Technology 11.99%
2 Industrials 6.96%
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
701
$2.58K ﹤0.01%
50
-68
702
$2.55K ﹤0.01%
200
703
$2.47K ﹤0.01%
52
704
$2.38K ﹤0.01%
+65
705
$2.34K ﹤0.01%
65
706
$2.34K ﹤0.01%
93
707
$2.33K ﹤0.01%
91
708
$2.31K ﹤0.01%
34
709
$2.3K ﹤0.01%
91
710
$2.28K ﹤0.01%
89
711
$2.21K ﹤0.01%
40
712
$2.21K ﹤0.01%
40
713
$2.18K ﹤0.01%
624
714
$2.17K ﹤0.01%
40
715
$2.11K ﹤0.01%
84
716
$2.07K ﹤0.01%
+68
717
$2.06K ﹤0.01%
+81
718
$2.05K ﹤0.01%
+217
719
$2.04K ﹤0.01%
77
720
$2.02K ﹤0.01%
+71
721
$2.01K ﹤0.01%
+15
722
$2K ﹤0.01%
+77
723
$2K ﹤0.01%
2,000
724
$1.98K ﹤0.01%
+16
725
$1.97K ﹤0.01%
+52
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