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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 +$12.9M
2 +$7.62M
3 +$6.58M
4
CSX icon
CSX Corp
CSX
+$6.2M
5
GLW icon
Corning
GLW
+$5.9M

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
726
$4K ﹤0.01%
+59
727
$4K ﹤0.01%
+141
728
$4K ﹤0.01%
+200
729
$4K ﹤0.01%
+500
730
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731
$4K ﹤0.01%
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732
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+191
733
$4K ﹤0.01%
+143
734
$4K ﹤0.01%
+131
735
$4K ﹤0.01%
+306
736
$4K ﹤0.01%
+400
737
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738
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+10
739
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+117
740
$4K ﹤0.01%
+251
741
$4K ﹤0.01%
+27
742
$4K ﹤0.01%
+234
743
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744
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+205
745
$4K ﹤0.01%
+117
746
$4K ﹤0.01%
+187
747
$4K ﹤0.01%
+270
748
$4K ﹤0.01%
+165
749
$4K ﹤0.01%
+168
750
$4K ﹤0.01%
+43