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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
926
$1K ﹤0.01%
39
-64
927
$1K ﹤0.01%
44
-664
928
$1K ﹤0.01%
60
929
$1K ﹤0.01%
120
-1,824
930
$1K ﹤0.01%
50
931
$1K ﹤0.01%
21
932
$1K ﹤0.01%
7
933
$1K ﹤0.01%
28
934
$1K ﹤0.01%
57
935
$1K ﹤0.01%
1,014
936
– –
-268
937
– –
-400
938
– –
-300
939
$0 ﹤0.01%
+7
940
$0 ﹤0.01%
1,000
941
$0 ﹤0.01%
+200
942
$0 ﹤0.01%
833
943
$0 ﹤0.01%
13
944
$0 ﹤0.01%
15
945
– –
-60
946
– –
-601
947
– –
-603
948
– –
-1,500
949
– –
-200
950
– –
-100
36 37
38
39 40