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
$629M
AUM Growth
+$6.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,352
New
Increased
Reduced
Closed

Top Buys

1
+$2.25M
2
+$1.94M
3
+$1.48M
4
KMB icon
Kimberly-Clark
KMB
+$1.46M
5
MSFT icon
Microsoft
MSFT
+$840K

Top Sells

1
+$2.01M
2
+$1.74M
3
+$1.18M
4
XRX icon
Xerox
XRX
+$1.06M
5
EQC
Equity Commonwealth
EQC
+$846K

Sector Composition

1 Technology 12.18%
2 Industrials 7.42%
3 Financials 5.93%
4 Healthcare 4.67%
5 Consumer Staples 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$79K 0.01%
561
202
$78.4K 0.01%
2,808
+2,660
203
$78.1K 0.01%
+1,245
204
$78K 0.01%
1,200
205
$77.3K 0.01%
1,528
206
$77.1K 0.01%
8,035
207
$75.7K 0.01%
1,189
208
$75.6K 0.01%
976
+25
209
$75.5K 0.01%
4,200
210
$75.3K 0.01%
2,000
211
$74.6K 0.01%
4,600
-554
212
$74K 0.01%
545
213
$73.7K 0.01%
3,228
214
$73.4K 0.01%
429
+129
215
$73.2K 0.01%
2,809
216
$72.8K 0.01%
4,560
-1,120
217
$72.4K 0.01%
450
218
$72.3K 0.01%
56
219
$70.6K 0.01%
2,950
220
$70.5K 0.01%
+480
221
$70.1K 0.01%
1,496
+668
222
$69.6K 0.01%
4,900
-1,200
223
$68.6K 0.01%
1,700
224
$68.4K 0.01%
783
+7
225
$68.3K 0.01%
687
+1
7 8
9
10 11