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
776
$4K ﹤0.01%
245
777
$4K ﹤0.01%
+128
778
$4K ﹤0.01%
73
779
$4K ﹤0.01%
60
780
$4K ﹤0.01%
97
781
$4K ﹤0.01%
220
+120
782
$4K ﹤0.01%
61
783
$4K ﹤0.01%
641
784
$4K ﹤0.01%
57
785
$4K ﹤0.01%
54
786
$4K ﹤0.01%
35
787
$4K ﹤0.01%
145
788
$4K ﹤0.01%
25
789
$4K ﹤0.01%
70
790
$4K ﹤0.01%
150
791
$4K ﹤0.01%
300
792
$4K ﹤0.01%
130
793
$4K ﹤0.01%
+150
794
$4K ﹤0.01%
+150
795
$4K ﹤0.01%
142
796
$4K ﹤0.01%
159
797
$4K ﹤0.01%
807
798
$4K ﹤0.01%
+63
799
$4K ﹤0.01%
+150
800
$3K ﹤0.01%
115
30 31
32
33 34