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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
$895M
AUM Growth
+$78.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,885
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.55M
3
+$1.45M
4
FITBI
Fifth Third Bancorp Depositary Shares
FITBI
+$1.14M
5
SVC
Service Properties Trust
SVC
+$1.1M

Top Sells

1
+$2.45M
2
+$1.45M
3
+$1.1M
4
EFSC icon
Enterprise Financial Services Corp
EFSC
+$912K
5
QCOM icon
Qualcomm
QCOM
+$796K

Sector Composition

1 Technology 10.33%
2 Industrials 6.84%
3 Financials 5.89%
4 Healthcare 5.02%
5 Consumer Staples 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$4K ﹤0.01%
+16
802
$4K ﹤0.01%
200
803
$4K ﹤0.01%
93
-93
804
$4K ﹤0.01%
82
805
$4K ﹤0.01%
63
806
$4K ﹤0.01%
100
807
$4K ﹤0.01%
245
808
$4K ﹤0.01%
+123
809
$4K ﹤0.01%
+77
810
$4K ﹤0.01%
73
811
$4K ﹤0.01%
70
812
$4K ﹤0.01%
51
813
$4K ﹤0.01%
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814
$4K ﹤0.01%
200
815
$4K ﹤0.01%
+50
816
$4K ﹤0.01%
150
817
$4K ﹤0.01%
300
818
$4K ﹤0.01%
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819
$4K ﹤0.01%
200
820
$4K ﹤0.01%
+300
821
$3K ﹤0.01%
10
822
$3K ﹤0.01%
+10
823
$3K ﹤0.01%
18
824
$3K ﹤0.01%
+42
825
$3K ﹤0.01%
50
31 32
33
34 35