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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
$1.08B
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,093
New
Increased
Reduced
Closed

Top Buys

1
+$4.23M
2
+$3.3M
3
+$2.94M
4
AMGN icon
Amgen
AMGN
+$2.75M
5
TXN icon
Texas Instruments
TXN
+$2.22M

Top Sells

1
+$882K
2
+$699K
3
+$612K
4
QCOM icon
Qualcomm
QCOM
+$391K
5
MSFT icon
Microsoft
MSFT
+$342K

Sector Composition

1 Technology 12.7%
2 Consumer Staples 6.23%
3 Healthcare 4.85%
4 Industrials 4.54%
5 Financials 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
$0 ﹤0.01%
2,000
1102
– –
-7
1103
– –
-148
1104
– –
-100
1105
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-26
1106
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-103
1107
– –
-640
1108
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-419
1109
– –
-3,580
1110
– –
-400
1111
– –
-248
1112
– –
-16
1113
$0 ﹤0.01%
+10
1114
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-3
1115
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1116
$0 ﹤0.01%
2
1117
$0 ﹤0.01%
102
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1118
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1
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$0 ﹤0.01%
22
1120
$0 ﹤0.01%
9
1121
– –
-6
1122
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1123
$0 ﹤0.01%
72
1124
$0 ﹤0.01%
7
1125
– –
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42 43 44
45
46