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
$330M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,176
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$7.1M
3
+$6.62M
4
GLW icon
Corning
GLW
+$5.65M
5
CSX icon
CSX Corp
CSX
+$5.65M

Top Sells

No sells this quarter

Sector Composition

1 Technology 10.42%
2 Industrials 6.36%
3 Healthcare 6.1%
4 Energy 3.49%
5 Financials 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$4K ﹤0.01%
+205
752
$4K ﹤0.01%
+117
753
$4K ﹤0.01%
+187
754
$4K ﹤0.01%
+270
755
$4K ﹤0.01%
+165
756
$4K ﹤0.01%
+168
757
$4K ﹤0.01%
+43
758
$4K ﹤0.01%
+44
759
$4K ﹤0.01%
+436
760
$4K ﹤0.01%
+26
761
$4K ﹤0.01%
+90
762
$4K ﹤0.01%
+137
763
$4K ﹤0.01%
+73
764
$4K ﹤0.01%
+100
765
$4K ﹤0.01%
+33
766
$4K ﹤0.01%
+67
767
$4K ﹤0.01%
+157
768
$4K ﹤0.01%
+55
769
$4K ﹤0.01%
+85
770
$4K ﹤0.01%
+178
771
$4K ﹤0.01%
+275
772
$4K ﹤0.01%
+144
773
$4K ﹤0.01%
+124
774
$4K ﹤0.01%
+257
775
$4K ﹤0.01%
+98
29 30
31
32 33