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
726
$1.67K ﹤0.01%
196
727
$1.66K ﹤0.01%
43
728
$1.63K ﹤0.01%
53
729
$1.53K ﹤0.01%
300
730
$1.46K ﹤0.01%
300
731
$1.45K ﹤0.01%
55
732
$1.44K ﹤0.01%
51
733
$1.42K ﹤0.01%
50
734
$1.38K ﹤0.01%
60
735
$1.38K ﹤0.01%
500
736
$1.37K ﹤0.01%
60
737
$1.33K ﹤0.01%
+58
738
$1.3K ﹤0.01%
+80
739
$1.29K ﹤0.01%
62
740
$1.29K ﹤0.01%
25
741
$1.28K ﹤0.01%
50
742
$1.28K ﹤0.01%
19
743
$1.27K ﹤0.01%
51
744
$1.26K ﹤0.01%
120
-2,958
745
$1.26K ﹤0.01%
2,000
746
$1.25K ﹤0.01%
25
747
$1.16K ﹤0.01%
45
748
$1.13K ﹤0.01%
47
749
$1.13K ﹤0.01%
45
750
$1.09K ﹤0.01%
80
28 29
30
31 32