SIMG
Sonora Investment Management Group Portfolio holdings
AUM
$1.41B
1-Year Est. Return
20.58%
This Fund
S&P 500
1 Year Est. Return
+20.58%
AUM
$1.41B
AUM Growth
+$64.3M
(+4.8%)
Holding
323
Top Buys
| 1 | +$892K | |
| 2 | +$655K | |
| 3 | +$392K | |
| 4 |
Agnico Eagle Mines
AEM
|
+$348K |
| 5 |
Newmont
NEM
|
+$333K |
Top Sells
| 1 | +$7.77M | |
| 2 | +$2.16M | |
| 3 | +$1.71M | |
| 4 |
Apple
AAPL
|
+$1.63M |
| 5 |
Costco
COST
|
+$1.54M |
Sector Composition
| 1 | Technology | 31.1% |
| 2 | Financials | 11.72% |
| 3 | Industrials | 9.04% |
| 4 | Communication Services | 8.44% |
| 5 | Consumer Staples | 7.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
301
UGI
UGI
$7.84B
| – | – |
-6,145
|
|
||
302
UnitedHealth
UNH
$314B
| – | – |
-24,898
|
|