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
$1.15B
AUM Growth
+$49.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$1.38M
3
+$1.36M
4
IBM icon
IBM
IBM
+$1.2M
5
AMZN icon
Amazon
AMZN
+$1.1M

Top Sells

1
+$8.54M
2
+$2.83M
3
+$1.11M
4
FDX icon
FedEx
FDX
+$699K
5
AAPL icon
Apple
AAPL
+$476K

Sector Composition

1 Technology 20.17%
2 Industrials 8.45%
3 Consumer Staples 7.98%
4 Healthcare 7.97%
5 Financials 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.88M 0.6%
28,451
-712
52
$6.84M 0.6%
110,323
-229
53
$6.55M 0.57%
205,591
+13,593
54
$6.44M 0.56%
39,485
+981
55
$6.17M 0.54%
50,288
-304
56
$5.97M 0.52%
54,473
+732
57
$5.92M 0.52%
59,130
+1,013
58
$5.86M 0.51%
56,509
-185
59
$5.68M 0.5%
127,955
-3,271
60
$5.46M 0.48%
152,833
-3,282
61
$5.29M 0.46%
60,690
-344
62
$4.93M 0.43%
91,096
-1,075
63
$4.83M 0.42%
91,363
-1,391
64
$4.69M 0.41%
76,887
-1,454
65
$4.65M 0.41%
142,808
-5,277
66
$4.28M 0.37%
117,284
+5
67
$4.24M 0.37%
241,917
-1,780
68
$4.08M 0.36%
211,962
+5,757
69
$3.69M 0.32%
49,601
+356
70
$3.55M 0.31%
100,666
-664
71
$3.11M 0.27%
241,998
-7,583
72
$2.94M 0.26%
60,991
-745
73
$2.78M 0.24%
6,782
+630
74
$2.74M 0.24%
98,650
+3,490
75
$2.57M 0.22%
242,633
+1,119
1 2
3
4 5