SIM
Sonora Investment Management Portfolio holdings
AUM
$798M
1-Year Return
17.61%
This Quarter Return
-4.17%
1 Year Return
+17.61%
3 Year Return
+32.82%
5 Year Return
+55.85%
10 Year Return
–
AUM
$330M
AUM Growth
–
Cap. Flow
+$330M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
30.76%
Holding
1,176
New
1,173
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Qualcomm
QCOM
|
+$11.8M |
| 2 |
Apple
AAPL
|
+$7.1M |
| 3 |
Ionis Pharmaceuticals
IONS
|
+$6.62M |
| 4 |
Corning
GLW
|
+$5.65M |
| 5 |
CSX Corp
CSX
|
+$5.65M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 11.04% |
| 2 | Healthcare | 6.1% |
| 3 | Industrials | 5.73% |
| 4 | Energy | 3.49% |
| 5 | Financials | 3.19% |
