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
751
$5K ﹤0.01%
39
752
$5K ﹤0.01%
71
753
$5K ﹤0.01%
+40
754
$5K ﹤0.01%
876
755
$4K ﹤0.01%
26
-63
756
$4K ﹤0.01%
353
757
$4K ﹤0.01%
400
758
$4K ﹤0.01%
42
759
$4K ﹤0.01%
700
760
$4K ﹤0.01%
300
761
$4K ﹤0.01%
154
762
$4K ﹤0.01%
+101
763
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764
$4K ﹤0.01%
+58
765
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110
766
$4K ﹤0.01%
+82
767
$4K ﹤0.01%
+11
768
$4K ﹤0.01%
+150
769
$4K ﹤0.01%
+25
770
$4K ﹤0.01%
147
771
$4K ﹤0.01%
63
772
$4K ﹤0.01%
100
773
$4K ﹤0.01%
12
774
$4K ﹤0.01%
+106
775
$4K ﹤0.01%
81
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29 30
31
32 33