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
$1.35B
AUM Growth
+$71.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1 +$12M
2 +$3.79M
3 +$3.5M
4
ENVX icon
Enovix
ENVX
+$2.34M
5
INTC icon
Intel
INTC
+$1.99M

Top Sells

1 +$6.95M
2 +$4.68M
3 +$3.1M
4
AAPL icon
Apple
AAPL
+$2.3M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.14M

Sector Composition

1 Technology 26.22%
2 Financials 10.09%
3 Industrials 8.47%
4 Consumer Staples 8.37%
5 Healthcare 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-2,806
277
-2,180
278
-40,399
279
-10,368
280
-22,901
281
-4,963