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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
901
$2K ﹤0.01%
108
902
$2K ﹤0.01%
93
903
$2K ﹤0.01%
400
904
$2K ﹤0.01%
81
905
$2K ﹤0.01%
100
906
$1K ﹤0.01%
5
907
$1K ﹤0.01%
42
908
$1K ﹤0.01%
2
909
$1K ﹤0.01%
41
-766
910
$1K ﹤0.01%
+66
911
$1K ﹤0.01%
25
912
$1K ﹤0.01%
50
913
$1K ﹤0.01%
27
914
$1K ﹤0.01%
29
915
$1K ﹤0.01%
51
916
$1K ﹤0.01%
51
917
$1K ﹤0.01%
175
918
$1K ﹤0.01%
+15
919
$1K ﹤0.01%
43
-26
920
$1K ﹤0.01%
103
921
$1K ﹤0.01%
+22
922
$1K ﹤0.01%
72
+32
923
$1K ﹤0.01%
24
924
$1K ﹤0.01%
200
925
$1K ﹤0.01%
50
-240
35 36
37
38 39