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
$330M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,176
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$7.62M
3
+$6.58M
4
CSX icon
CSX Corp
CSX
+$6.2M
5
GLW icon
Corning
GLW
+$5.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 10.42%
2 Industrials 6.36%
3 Healthcare 6.1%
4 Energy 3.49%
5 Financials 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$2K ﹤0.01%
+227
927
$2K ﹤0.01%
+122
928
$2K ﹤0.01%
+119
929
$2K ﹤0.01%
+60
930
$2K ﹤0.01%
+42
931
$2K ﹤0.01%
+108
932
$2K ﹤0.01%
+30
933
$2K ﹤0.01%
+108
934
$2K ﹤0.01%
+40
935
$2K ﹤0.01%
+32
936
$2K ﹤0.01%
+20
937
$2K ﹤0.01%
+58
938
$2K ﹤0.01%
+38
939
$2K ﹤0.01%
+228
940
$2K ﹤0.01%
+210
941
$2K ﹤0.01%
+20
942
$2K ﹤0.01%
+109
943
$2K ﹤0.01%
+57
944
$2K ﹤0.01%
+19
945
$2K ﹤0.01%
+31
946
$2K ﹤0.01%
+215
947
$2K ﹤0.01%
+2
948
$2K ﹤0.01%
+36
949
$2K ﹤0.01%
+36
950
$2K ﹤0.01%
+40
36 37
38
39 40