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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
726
$1K ﹤0.01%
+8
727
$1K ﹤0.01%
2
728
$1K ﹤0.01%
1,000
729
$1K ﹤0.01%
60
730
$1K ﹤0.01%
+2
731
$1K ﹤0.01%
24
732
$1K ﹤0.01%
10
733
$1K ﹤0.01%
19
734
$1K ﹤0.01%
18
735
$1K ﹤0.01%
+47
736
$1K ﹤0.01%
+108
737
$1K ﹤0.01%
+63
738
$1K ﹤0.01%
25
739
$1K ﹤0.01%
35
740
$1K ﹤0.01%
20
741
$1K ﹤0.01%
32
742
$1K ﹤0.01%
60
743
$1K ﹤0.01%
120
-6,600
744
$1K ﹤0.01%
196
745
$1K ﹤0.01%
50
746
$1K ﹤0.01%
50
-465
747
$1K ﹤0.01%
+21
748
$1K ﹤0.01%
100
749
$1K ﹤0.01%
34
750
$1K ﹤0.01%
53
28 29
30
31 32