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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
751
$1K ﹤0.01%
28
752
$1K ﹤0.01%
300
753
$1K ﹤0.01%
45
754
$1K ﹤0.01%
27
755
$1K ﹤0.01%
42
756
$1K ﹤0.01%
57
757
$1K ﹤0.01%
300
758
$1K ﹤0.01%
55
759
$1K ﹤0.01%
100
760
$1K ﹤0.01%
42
761
$1K ﹤0.01%
35
762
$1K ﹤0.01%
51
763
$1K ﹤0.01%
51
764
$1K ﹤0.01%
+14
765
$1K ﹤0.01%
175
766
$1K ﹤0.01%
25
767
$1K ﹤0.01%
43
768
$1K ﹤0.01%
103
769
$1K ﹤0.01%
20
+11
770
$1K ﹤0.01%
+18
771
$1K ﹤0.01%
+51
772
$1K ﹤0.01%
+15
773
– –
-74
774
$0 ﹤0.01%
6
775
$0 ﹤0.01%
5
29 30
31
32 33