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
$1.27B
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
851
$3K ﹤0.01%
+180
852
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18
853
$3K ﹤0.01%
475
854
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50
855
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856
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858
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859
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860
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861
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862
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300
863
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30
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865
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866
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127
-59
867
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1,000
868
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50
869
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46
870
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38
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871
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40
872
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39
873
$3K ﹤0.01%
56
874
$3K ﹤0.01%
87
875
$2K ﹤0.01%
264
33 34
35
36 37