SIMG

Sonora Investment Management Group Portfolio holdings

AUM $1.41B
1-Year Est. Return 20.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.19B
AUM Growth
+$46.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1 +$1.07M
2 +$1.07M
3 +$1.01M
4
NOC icon
Northrop Grumman
NOC
+$985K
5
IBM icon
IBM
IBM
+$960K

Top Sells

1 +$1.3M
2 +$1.19M
3 +$349K
4
OXY icon
Occidental Petroleum
OXY
+$345K
5
TGT icon
Target
TGT
+$285K

Sector Composition

1 Technology 22.11%
2 Industrials 8.52%
3 Healthcare 8.02%
4 Financials 7.83%
5 Consumer Staples 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-5,453
252
-2,000