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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
926
$1K ﹤0.01%
41
927
$1K ﹤0.01%
25
928
$1K ﹤0.01%
+56
929
$1K ﹤0.01%
+7
930
$1K ﹤0.01%
2
-48
931
$1K ﹤0.01%
+27
932
$1K ﹤0.01%
+5
933
$1K ﹤0.01%
+1
934
$1K ﹤0.01%
+7
935
$1K ﹤0.01%
215
936
$1K ﹤0.01%
+12
937
$1K ﹤0.01%
25
938
$1K ﹤0.01%
+17
939
$1K ﹤0.01%
+25
940
$1K ﹤0.01%
72
941
$1K ﹤0.01%
29
942
$1K ﹤0.01%
30
943
$1K ﹤0.01%
+19
944
$1K ﹤0.01%
60
945
$1K ﹤0.01%
+16
946
$1K ﹤0.01%
+10
947
$1K ﹤0.01%
5
-14
948
$1K ﹤0.01%
100
949
$1K ﹤0.01%
+61
950
$1K ﹤0.01%
57
-489
36 37
38
39 40