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
$1.06B
AUM Growth
+$98.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,988
New
Increased
Reduced
Closed

Top Buys

1
+$20.4M
2
+$9.66M
3
+$6.35M
4
EVRG icon
Evergy
EVRG
+$4.97M
5
TFC icon
Truist Financial
TFC
+$2.6M

Top Sells

1
+$6.33M
2
+$5.72M
3
+$1.54M
4
STI
SunTrust Banks, Inc.
STI
+$470K
5
JPM icon
JPMorgan Chase
JPM
+$245K

Sector Composition

1 Technology 11.04%
2 Industrials 6.88%
3 Consumer Staples 4.82%
4 Financials 4.19%
5 Healthcare 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$6K ﹤0.01%
1,480
727
$5K ﹤0.01%
+92
728
$5K ﹤0.01%
85
-24
729
$5K ﹤0.01%
+136
730
$5K ﹤0.01%
51
731
$5K ﹤0.01%
420
732
$5K ﹤0.01%
+81
733
$5K ﹤0.01%
721
734
$5K ﹤0.01%
200
735
$5K ﹤0.01%
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736
$5K ﹤0.01%
30
737
$5K ﹤0.01%
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738
$5K ﹤0.01%
+100
739
$5K ﹤0.01%
400
740
$5K ﹤0.01%
+69
741
$5K ﹤0.01%
130
+68
742
$5K ﹤0.01%
45
743
$5K ﹤0.01%
99
744
$5K ﹤0.01%
64
+32
745
$5K ﹤0.01%
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746
$5K ﹤0.01%
100
747
$5K ﹤0.01%
+116
748
$5K ﹤0.01%
100
749
$5K ﹤0.01%
+100
750
$5K ﹤0.01%
200
28 29
30
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