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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
$689M
AUM Growth
-$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,444
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.66M
3
+$1.62M
4
GS.PRJ
GOLDMAN SACHS GROUP, INC. 5.50% SER J
GS.PRJ
+$1.2M
5
LYB icon
LyondellBasell Industries
LYB
+$1.2M

Top Sells

1
+$5.31M
2
+$5.28M
3
+$3.24M
4
SLB icon
SLB Ltd
SLB
+$2.68M
5
ETN icon
Eaton
ETN
+$2.07M

Sector Composition

1 Technology 10.84%
2 Industrials 6.62%
3 Healthcare 5.91%
4 Financials 5.6%
5 Consumer Staples 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$2K ﹤0.01%
30
702
$2K ﹤0.01%
50
703
$2K ﹤0.01%
20
+15
704
$2K ﹤0.01%
400
705
$2K ﹤0.01%
+98
706
$2K ﹤0.01%
50
707
$2K ﹤0.01%
91
708
$2K ﹤0.01%
200
709
$2K ﹤0.01%
56
710
$2K ﹤0.01%
77
711
$2K ﹤0.01%
+12
712
$2K ﹤0.01%
50
-50
713
$2K ﹤0.01%
108
714
$2K ﹤0.01%
93
-620
715
$2K ﹤0.01%
65
716
$2K ﹤0.01%
200
717
$2K ﹤0.01%
300
718
$2K ﹤0.01%
57
719
$2K ﹤0.01%
58
720
$2K ﹤0.01%
100
721
$2K ﹤0.01%
91
722
$2K ﹤0.01%
81
723
$2K ﹤0.01%
200
724
$2K ﹤0.01%
84
725
$1K ﹤0.01%
62
27 28
29
30 31