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
76
$2.42M 0.21%
21,592
-701
77
$2.41M 0.21%
22,264
-567
78
$2.39M 0.21%
48,332
-219
79
$2.36M 0.21%
7,631
+552
80
$2.29M 0.2%
47,093
+967
81
$1.93M 0.17%
12,118
+555
82
$1.91M 0.17%
12,041
-913
83
$1.9M 0.17%
18,718
+48
84
$1.89M 0.16%
23,854
+1,380
85
$1.85M 0.16%
8,922
+699
86
$1.78M 0.16%
10,938
-18
87
$1.75M 0.15%
58,350
-3,044
88
$1.58M 0.14%
59,271
+12,038
89
$1.52M 0.13%
7,137
-111
90
$1.3M 0.11%
22,250
91
$1.29M 0.11%
6,300
-112
92
$1.28M 0.11%
50,017
+2,082
93
$1.26M 0.11%
99,129
-3,112
94
$1.25M 0.11%
30,003
+1,714
95
$1.22M 0.11%
46,946
+2,375
96
$1.19M 0.1%
226,818
+985
97
$1.17M 0.1%
26,233
+959
98
$1.15M 0.1%
11,788
+778
99
$1.14M 0.1%
321,935
+259,450
100
$1.14M 0.1%
91,633
-7,200
2 3
4
5 6