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
$629M
AUM Growth
+$6.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,352
New
Increased
Reduced
Closed

Top Buys

1
+$2.25M
2
+$1.94M
3
+$1.48M
4
KMB icon
Kimberly-Clark
KMB
+$1.46M
5
MSFT icon
Microsoft
MSFT
+$840K

Top Sells

1
+$2.01M
2
+$1.74M
3
+$1.18M
4
XRX icon
Xerox
XRX
+$1.06M
5
EQC
Equity Commonwealth
EQC
+$846K

Sector Composition

1 Technology 12.18%
2 Industrials 7.42%
3 Financials 5.93%
4 Healthcare 4.67%
5 Consumer Staples 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$2.18K ﹤0.01%
+22
702
$2.18K ﹤0.01%
400
703
$2.14K ﹤0.01%
+2,000
704
$2.1K ﹤0.01%
15
705
$2.1K ﹤0.01%
84
706
$2.08K ﹤0.01%
42
707
$2.08K ﹤0.01%
65
708
$2.06K ﹤0.01%
81
709
$2K ﹤0.01%
77
710
$1.99K ﹤0.01%
34
711
$1.97K ﹤0.01%
58
712
$1.97K ﹤0.01%
77
713
$1.95K ﹤0.01%
76
714
$1.88K ﹤0.01%
74
715
$1.87K ﹤0.01%
30
716
$1.86K ﹤0.01%
73
717
$1.77K ﹤0.01%
37
718
$1.76K ﹤0.01%
200
719
$1.75K ﹤0.01%
100
720
$1.73K ﹤0.01%
100
721
$1.72K ﹤0.01%
100
722
$1.7K ﹤0.01%
50
723
$1.7K ﹤0.01%
109
724
$1.69K ﹤0.01%
68
725
$1.67K ﹤0.01%
+175
27 28
29
30 31