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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
$977M
AUM Growth
+$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,077
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$10.9M
3
+$9.94M
4
GS.PRJ
GOLDMAN SACHS GROUP, INC. 5.50% SER J
GS.PRJ
+$6.72M
5
JPM.PRC icon
JPMorgan Chase & Co 6.00% Series EE Preferred Stock
JPM.PRC
+$4.17M

Top Sells

1
+$4.6M
2
+$1.26M
3
+$1.19M
4
FISV
Fiserv Inc
FISV
+$1.06M
5
ADBE icon
Adobe
ADBE
+$401K

Sector Composition

1 Technology 12.22%
2 Consumer Staples 5.91%
3 Healthcare 4.48%
4 Industrials 4.12%
5 Financials 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$1K ﹤0.01%
29
902
$1K ﹤0.01%
+37
903
$1K ﹤0.01%
94
904
$1K ﹤0.01%
30
905
$1K ﹤0.01%
31
906
$1K ﹤0.01%
28
-39
907
$1K ﹤0.01%
68
-20
908
$1K ﹤0.01%
5
909
$1K ﹤0.01%
87
910
$1K ﹤0.01%
28
911
$1K ﹤0.01%
200
912
$1K ﹤0.01%
31
913
$1K ﹤0.01%
60
914
$1K ﹤0.01%
30
915
$1K ﹤0.01%
+6
916
$1K ﹤0.01%
28
917
$1K ﹤0.01%
38
-28
918
$1K ﹤0.01%
29
919
$1K ﹤0.01%
+45
920
$1K ﹤0.01%
+28
921
$1K ﹤0.01%
6
-3
922
$1K ﹤0.01%
6
+4
923
$1K ﹤0.01%
+10
924
$1K ﹤0.01%
721
925
$1K ﹤0.01%
77
35 36
37
38 39