SIM
Sonora Investment Management Portfolio holdings
AUM
$798M
1-Year Return
17.61%
This Quarter Return
+9.26%
1 Year Return
+17.61%
3 Year Return
+32.82%
5 Year Return
+55.85%
10 Year Return
–
AUM
$977M
AUM Growth
+$134M
(+16%)
Cap. Flow
+$30.7M
Cap. Flow
% of AUM
3.14%
Top 10 Holdings %
Top 10 Hldgs %
21.88%
Holding
2,077
New
291
Increased
244
Reduced
245
Closed
183
Top Buys
Top Sells
| 1 |
RTN
Raytheon Company
RTN
|
+$4.6M |
| 2 |
Amazon
AMZN
|
+$1.44M |
| 3 |
Netflix
NFLX
|
+$1.27M |
| 4 |
Fiserv
FI
|
+$1.04M |
| 5 |
Adobe
ADBE
|
+$471K |
Sector Composition
| 1 | Technology | 12.22% |
| 2 | Consumer Staples | 5.91% |
| 3 | Healthcare | 4.48% |
| 4 | Industrials | 4.12% |
| 5 | Financials | 3.24% |
