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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
$1.06B
AUM Growth
+$98.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,988
New
Increased
Reduced
Closed

Top Buys

1
+$20.4M
2
+$9.66M
3
+$6.35M
4
EVRG icon
Evergy
EVRG
+$4.97M
5
TFC icon
Truist Financial
TFC
+$2.6M

Top Sells

1
+$6.33M
2
+$5.72M
3
+$1.54M
4
STI
SunTrust Banks, Inc.
STI
+$470K
5
JPM icon
JPMorgan Chase
JPM
+$245K

Sector Composition

1 Technology 11.04%
2 Industrials 6.88%
3 Consumer Staples 4.82%
4 Financials 4.19%
5 Healthcare 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
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-4
1002
$0 ﹤0.01%
39
1003
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1004
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-500
1005
– –
-1,030
1006
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1007
– –
-1,000
1008
– –
-6,830
1009
– –
-115
1010
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-720
1011
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-101
1012
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1013
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-1,100
1014
$0 ﹤0.01%
300
1015
– –
-1,150
1016
– –
-42
1017
– –
-91
1018
$0 ﹤0.01%
+125
1019
$0 ﹤0.01%
+1,000
1020
$0 ﹤0.01%
200
1021
$0 ﹤0.01%
+1
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