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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
$724M
AUM Growth
+$75.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,382
New
Increased
Reduced
Closed

Top Buys

1
+$9.65M
2
+$5.51M
3
+$2.17M
4
LEG icon
Leggett & Platt
LEG
+$1.67M
5
GIS icon
General Mills
GIS
+$1.54M

Top Sells

1
+$2.31M
2
+$581K
3
+$400K
4
RSG icon
Republic Services
RSG
+$385K
5
CYS
CYS Investments Inc.
CYS
+$375K

Sector Composition

1 Technology 12.83%
2 Industrials 7.14%
3 Healthcare 6.3%
4 Financials 5.44%
5 Consumer Staples 3.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$1K ﹤0.01%
62
777
$1K ﹤0.01%
20
778
– –
-61
779
$0 ﹤0.01%
3,000
780
– –
-50
781
– –
-5,540
782
– –
-140
783
$0 ﹤0.01%
6
-225
784
– –
-3,108
785
– –
-190
786
– –
-190
787
– –
-250
788
$0 ﹤0.01%
7
789
$0 ﹤0.01%
3
790
– –
-70
791
$0 ﹤0.01%
5
-5
792
– –
-50
793
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-12
794
– –
-881
795
– –
-68
796
$0 ﹤0.01%
14
797
$0 ﹤0.01%
20
798
– –
-60
799
– –
-1,842
800
– –
-3,839
30 31
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