We are live on ! Find out more
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
$977M
AUM Growth
+$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,077
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$10.9M
3
+$9.94M
4
GS.PRJ
GOLDMAN SACHS GROUP, INC. 5.50% SER J
GS.PRJ
+$6.72M
5
JPM.PRC icon
JPMorgan Chase & Co 6.00% Series EE Preferred Stock
JPM.PRC
+$4.17M

Top Sells

1
+$4.6M
2
+$1.26M
3
+$1.19M
4
FISV
Fiserv Inc
FISV
+$1.06M
5
ADBE icon
Adobe
ADBE
+$401K

Sector Composition

1 Technology 12.22%
2 Consumer Staples 5.91%
3 Healthcare 4.48%
4 Industrials 4.12%
5 Financials 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$5K ﹤0.01%
200
727
$5K ﹤0.01%
479
-175
728
$5K ﹤0.01%
+87
729
$4K ﹤0.01%
42
730
$4K ﹤0.01%
+81
731
$4K ﹤0.01%
161
732
$4K ﹤0.01%
+139
733
$4K ﹤0.01%
165
734
$4K ﹤0.01%
353
735
$4K ﹤0.01%
170
736
$4K ﹤0.01%
120
+28
737
$4K ﹤0.01%
153
738
$4K ﹤0.01%
139
739
$4K ﹤0.01%
98
+16
740
$4K ﹤0.01%
25
741
$4K ﹤0.01%
81
742
$4K ﹤0.01%
30
743
$4K ﹤0.01%
+37
744
$4K ﹤0.01%
+180
745
$4K ﹤0.01%
100
746
$4K ﹤0.01%
+621
747
$4K ﹤0.01%
+116
748
$4K ﹤0.01%
400
749
$4K ﹤0.01%
123
+66
750
$4K ﹤0.01%
45
28 29
30
31 32