We are live on ! Find out more
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
951
$1K ﹤0.01%
52
-1
952
$1K ﹤0.01%
27
-1
953
$1K ﹤0.01%
58
954
$1K ﹤0.01%
85
955
$1K ﹤0.01%
32
956
$1K ﹤0.01%
237
+76
957
$1K ﹤0.01%
+85
958
$1K ﹤0.01%
+8
959
$1K ﹤0.01%
26
960
$1K ﹤0.01%
56
961
$1K ﹤0.01%
29
962
$1K ﹤0.01%
51
963
$1K ﹤0.01%
50
964
$1K ﹤0.01%
200
965
$1K ﹤0.01%
27
966
$1K ﹤0.01%
+7
967
$1K ﹤0.01%
64
968
$1K ﹤0.01%
+20
969
$1K ﹤0.01%
+10
970
$1K ﹤0.01%
61
971
$1K ﹤0.01%
+26
972
$1K ﹤0.01%
56
973
$1K ﹤0.01%
150
974
$1K ﹤0.01%
+3
975
$1K ﹤0.01%
63
37 38
39
40 41