SIMG

Sonora Investment Management Group Portfolio holdings

AUM $1.41B
1-Year Est. Return 20.58%
This Quarter Est. Return
1 Year Est. Return
+20.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.28B
AUM Growth
-$361K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$86.1M
2 +$361K
3 +$90.6K

Sector Composition

1 Technology 23.43%
2 Financials 9.55%
3 Industrials 8.25%
4 Healthcare 8.18%
5 Consumer Staples 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$37.8K ﹤0.01%
32,000
252
$18.3K ﹤0.01%
10,000
253
-1,377