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
$765M
AUM Growth
-$505M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,006
New
Increased
Reduced
Closed

Top Buys

1 +$9.53M
2 +$1.66M
3 +$1.29M
4
WPM icon
Wheaton Precious Metals
WPM
+$1.27M
5
AMZN icon
Amazon
AMZN
+$1.26M

Sector Composition

1 Technology 24.89%
2 Industrials 11.98%
3 Consumer Staples 10.07%
4 Financials 9.87%
5 Healthcare 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
XRX icon
926
Xerox
XRX
$186M
$2K ﹤0.01%
141
LSXMK
927
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
$2K ﹤0.01%
52
USHY icon
928
iShares Broad USD High Yield Corporate Bond ETF
USHY
$26.4B
$1K ﹤0.01%
+14
VIPS icon
929
Vipshop
VIPS
$7.62B
$1K ﹤0.01%
+59
VYX icon
930
NCR Voyix
VYX
$973M
$1K ﹤0.01%
+33
OKUR
931
OnKure Therapeutics
OKUR
$54.5M
$1K ﹤0.01%
+8
ARNC
932
DELISTED
Arconic Corporation
ARNC
$1K ﹤0.01%
+18
AUY
933
DELISTED
Yamana Gold, Inc.
AUY
$1K ﹤0.01%
161
AA icon
934
Alcoa
AA
$17.3B
$1K ﹤0.01%
+23
BBU
935
Brookfield Business Partners
BBU
$2.75B
$1K ﹤0.01%
22
CENTA icon
936
Central Garden & Pet Co Class A
CENTA
$1.98B
$1K ﹤0.01%
31
CHEF icon
937
Chefs' Warehouse
CHEF
$2.55B
$1K ﹤0.01%
30
CNDT icon
938
Conduent
CNDT
$192M
$1K ﹤0.01%
72
HYLB icon
939
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.66B
$1K ﹤0.01%
+15
HYS icon
940
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.62B
$1K ﹤0.01%
+6
ALXN
941
DELISTED
Alexion Pharmaceuticals
ALXN
$1K ﹤0.01%
5
ACGL icon
942
Arch Capital
ACGL
$33.6B
$1K ﹤0.01%
+36
APA icon
943
APA Corp
APA
$12.7B
$1K ﹤0.01%
43
ARCO icon
944
Arcos Dorados Holdings
ARCO
$1.66B
$1K ﹤0.01%
102
LONA
945
LeonaBio Inc
LONA
$105M
$1K ﹤0.01%
+10
AVAV icon
946
AeroVironment
AVAV
$11.1B
$1K ﹤0.01%
+10
DKNG icon
947
DraftKings
DKNG
$12.4B
$1K ﹤0.01%
10
EEM icon
948
iShares MSCI Emerging Markets ETF
EEM
$28.4B
$1K ﹤0.01%
20
FOXA icon
949
Fox Class A
FOXA
$24.8B
$1K ﹤0.01%
+21
GME icon
950
GameStop
GME
$10.6B
$1K ﹤0.01%
+20