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
$1.31B
AUM Growth
-$44.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$2.6M
3
+$2.46M
4
CLF icon
Cleveland-Cliffs
CLF
+$1.23M
5
QCOM icon
Qualcomm
QCOM
+$1.16M

Top Sells

1
+$4.88M
2
+$2.42M
3
+$551K
4
IRM icon
Iron Mountain
IRM
+$451K
5
PFE icon
Pfizer
PFE
+$444K

Sector Composition

1 Technology 27.85%
2 Financials 11.48%
3 Consumer Staples 8.62%
4 Industrials 8.6%
5 Communication Services 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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