SIM
Sonora Investment Management Portfolio holdings
AUM
$798M
1-Year Return
17.61%
This Quarter Return
+6.67%
1 Year Return
+17.61%
3 Year Return
+32.82%
5 Year Return
+55.85%
10 Year Return
–
AUM
$765M
AUM Growth
-$505M
(-40%)
Cap. Flow
-$544M
Cap. Flow
% of AUM
-71.19%
Top 10 Holdings %
Top 10 Hldgs %
25.9%
Holding
2,005
New
210
Increased
258
Reduced
98
Closed
1,004
Top Buys
| 1 |
RTX Corp
RTX
|
+$9.66M |
| 2 |
Target
TGT
|
+$1.83M |
| 3 |
Amazon
AMZN
|
+$1.3M |
| 4 |
Leggett & Platt
LEG
|
+$1.28M |
| 5 |
Wheaton Precious Metals
WPM
|
+$1.26M |
Top Sells
Sector Composition
| 1 | Technology | 24.89% |
| 2 | Industrials | 11.98% |
| 3 | Consumer Staples | 10.07% |
| 4 | Financials | 9.87% |
| 5 | Healthcare | 9.4% |
