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
101
$1.13M 0.1%
4,923
-400
102
$1.13M 0.1%
3,507
+250
103
$1.11M 0.1%
2,695
-72
104
$1.09M 0.09%
39,695
-45
105
$1.05M 0.09%
11,236
+219
106
$1.03M 0.09%
6,224
-374
107
$1.02M 0.09%
34,013
-948
108
$962K 0.08%
7,834
+100
109
$923K 0.08%
39,975
110
$868K 0.08%
3,481
-29
111
$866K 0.08%
8,556
+140
112
$829K 0.07%
4,061
-17
113
$827K 0.07%
3,928
-893
114
$777K 0.07%
+1,128
115
$773K 0.07%
2,251
-303
116
$717K 0.06%
7,337
+65
117
$706K 0.06%
60,230
-2,849
118
$677K 0.06%
38,275
+3,500
119
$606K 0.05%
31,231
-513
120
$570K 0.05%
35,376
+2,397
121
$546K 0.05%
1,503
-238
122
$541K 0.05%
1,172
+14
123
$528K 0.05%
2,675
+535
124
$509K 0.04%
3,176
125
$491K 0.04%
20,880
+372
3 4
5
6 7