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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
701
$7K ﹤0.01%
39
702
$7K ﹤0.01%
1,480
703
$7K ﹤0.01%
54
704
$7K ﹤0.01%
50
705
$7K ﹤0.01%
280
706
$7K ﹤0.01%
100
707
$7K ﹤0.01%
267
708
$7K ﹤0.01%
+300
709
$7K ﹤0.01%
100
710
$7K ﹤0.01%
721
711
$7K ﹤0.01%
190
712
$7K ﹤0.01%
200
713
$7K ﹤0.01%
176
-3,324
714
$7K ﹤0.01%
+123
715
$7K ﹤0.01%
200
716
$7K ﹤0.01%
272
-28
717
$7K ﹤0.01%
600
718
$6K ﹤0.01%
115
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719
$6K ﹤0.01%
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720
$6K ﹤0.01%
600
721
$6K ﹤0.01%
+109
722
$6K ﹤0.01%
86
723
$6K ﹤0.01%
100
724
$6K ﹤0.01%
200
+91
725
$6K ﹤0.01%
+100
27 28
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