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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
$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

Top Sells

1
+$13.3M
2
+$12.3M
3
+$9.29M
4
FITBI
Fifth Third Bancorp Depositary Shares
FITBI
+$8.13M
5
MET.PRF icon
MetLife Inc 4.75% Series F Preferred Stock
MET.PRF
+$7.93M

Sector Composition

1 Technology 24.89%
2 Industrials 11.99%
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
IZEA icon
951
IZEA Worldwide
IZEA
$63.9M
$1K ﹤0.01%
125
JNUG icon
952
Direxion Daily Junior Gold Miners Index Bull 2X ETF
JNUG
$431M
$1K ﹤0.01%
+13
KTB icon
953
Kontoor Brands
KTB
$4.28B
$1K ﹤0.01%
15
NE icon
954
Noble Corp
NE
$6.94B
$1K ﹤0.01%
+23
OGI
955
Organigram Holdings
OGI
$142M
$1K ﹤0.01%
+75
OR icon
956
OR Royalties Inc
OR
$6.91B
$1K ﹤0.01%
61
POST icon
957
Post Holdings
POST
$4.19B
$1K ﹤0.01%
17
SAGE
958
DELISTED
Sage Therapeutics
SAGE
$1K ﹤0.01%
+16
SAIC icon
959
Saic
SAIC
$4.6B
$1K ﹤0.01%
+14
SCHV
960
Schwab US Large-Cap Value ETF
SCHV
$16B
$1K ﹤0.01%
60
SJNK icon
961
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.81B
$1K ﹤0.01%
+22
SMP icon
962
Standard Motor Products
SMP
$875M
$1K ﹤0.01%
+33
SSL icon
963
Sasol
SSL
$7.01B
$1K ﹤0.01%
50
TEL icon
964
TE Connectivity
TEL
$63.3B
$1K ﹤0.01%
+10
TKR icon
965
Timken Company
TKR
$9.75B
$1K ﹤0.01%
+16
UMC icon
966
United Microelectronic
UMC
$54.3B
$1K ﹤0.01%
+100
USHY icon
967
iShares Broad USD High Yield Corporate Bond ETF
USHY
$27.7B
$1K ﹤0.01%
+14
VIPS icon
968
Vipshop
VIPS
$6.57B
$1K ﹤0.01%
+59
VYX icon
969
NCR Voyix
VYX
$1.04B
$1K ﹤0.01%
+33
OKUR
970
OnKure Therapeutics
OKUR
$172M
$1K ﹤0.01%
+8
ARNC
971
DELISTED
Arconic Corporation
ARNC
$1K ﹤0.01%
+18
AUY
972
DELISTED
Yamana Gold, Inc.
AUY
$1K ﹤0.01%
161
CRNT icon
973
Ceragon Networks
CRNT
$260M
$1K ﹤0.01%
200
BAC.PRB icon
974
Bank of America Depository Shares Series GG
BAC.PRB
$1.36B
– –
-350
BAC.PRK icon
975
Bank of America Depository Shares Series HH
BAC.PRK
$840M
– –
-38
37 38
39
40 41