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
$798M
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,138
New
Increased
Reduced
Closed

Top Buys

1 +$4.77M
2 +$1.37M
3 +$1.14M
4
LEG icon
Leggett & Platt
LEG
+$1.12M
5
FUBO icon
FuboTV Inc
FUBO
+$1.05M

Top Sells

1 +$3.18M
2 +$1.7M
3 +$390K
4
MXIM
Maxim Integrated Products
MXIM
+$342K
5
T icon
AT&T
T
+$232K

Sector Composition

1 Technology 24.4%
2 Industrials 12.12%
3 Financials 10.62%
4 Consumer Staples 9.93%
5 Healthcare 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VRNT
901
DELISTED
Verint Systems
VRNT
$4K ﹤0.01%
85
WOLF icon
902
Wolfspeed
WOLF
$1.4B
$4K ﹤0.01%
50
WW
903
DELISTED
WW International
WW
$4K ﹤0.01%
200
LSXMK
904
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
$4K ﹤0.01%
97
+45
HRC
905
DELISTED
HILL-ROM HOLDINGS, INC.
HRC
$4K ﹤0.01%
24
AAP icon
906
Advance Auto Parts
AAP
$3.55B
$4K ﹤0.01%
18
BOTZ icon
907
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.33B
$4K ﹤0.01%
104
DE icon
908
Deere & Co
DE
$159B
$4K ﹤0.01%
13
DK icon
909
Delek US
DK
$2.34B
$4K ﹤0.01%
221
EPR icon
910
EPR Properties
EPR
$4.3B
$4K ﹤0.01%
86
EXP icon
911
Eagle Materials
EXP
$6.55B
$4K ﹤0.01%
27
FHN icon
912
First Horizon
FHN
$11.8B
$4K ﹤0.01%
245
GMAB icon
913
Genmab
GMAB
$16.7B
$4K ﹤0.01%
+91
GRMN icon
914
Garmin
GRMN
$51.5B
$4K ﹤0.01%
26
HAS icon
915
Hasbro
HAS
$13.9B
$4K ﹤0.01%
46
+16
HYLN icon
916
Hyliion Holdings
HYLN
$341M
$4K ﹤0.01%
500
IGF icon
917
iShares Global Infrastructure ETF
IGF
$10.4B
$4K ﹤0.01%
80
ONEQ icon
918
Fidelity Nasdaq Composite Index ETF
ONEQ
$9.81B
$4K ﹤0.01%
70
PEG icon
919
Public Service Enterprise Group
PEG
$39.7B
$4K ﹤0.01%
60
PRCT icon
920
Procept Biorobotics
PRCT
$1.41B
$4K ﹤0.01%
+100
RMAX icon
921
RE/MAX Holdings
RMAX
$133M
$4K ﹤0.01%
+116
RWO icon
922
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.22B
$4K ﹤0.01%
+88
SIRI icon
923
SiriusXM
SIRI
$9.56B
$4K ﹤0.01%
61
TFII icon
924
TFI International
TFII
$11.3B
$3K ﹤0.01%
28
+1
TXT icon
925
Textron
TXT
$15.8B
$3K ﹤0.01%
50