SIM

Sonora Investment Management Portfolio holdings

AUM $798M
1-Year Est. Return 17.61%
This Quarter Est. Return
1 Year Est. Return
+17.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.27B
AUM Growth
+$64.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,005
New
Increased
Reduced
Closed

Top Buys

1
+$6.52M
2
+$3.89M
3
+$2.94M
4
ORCL icon
Oracle
ORCL
+$2.62M
5
PAGS icon
PagSeguro Digital
PAGS
+$2.23M

Top Sells

1
+$5.4M
2
+$4.3M
3
+$3.25M
4
PEP icon
PepsiCo
PEP
+$2.47M
5
GLW icon
Corning
GLW
+$1.9M

Sector Composition

1 Technology 13.14%
2 Industrials 5.98%
3 Financials 5.87%
4 Consumer Staples 5.57%
5 Healthcare 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$4K ﹤0.01%
400
827
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10
828
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86
829
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245
830
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831
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832
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833
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834
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835
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836
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837
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+10
838
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839
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841
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842
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844
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845
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149
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846
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353
847
$4K ﹤0.01%
+200
848
$4K ﹤0.01%
+48
849
$3K ﹤0.01%
18
850
$3K ﹤0.01%
475
32 33
34
35 36