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
126
$485K 0.04%
6,999
-537
127
$483K 0.04%
8,372
128
$482K 0.04%
1,390
129
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3,000
-46
130
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-5
131
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+14
132
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5,961
+126
133
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3,018
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134
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18,618
+1,332
135
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8,306
136
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51,575
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137
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8,290
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138
$438K 0.04%
53,273
-4,450
139
$431K 0.04%
2,153
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140
$424K 0.04%
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141
$411K 0.04%
500
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142
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143
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144
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48,437
145
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146
$388K 0.03%
54,160
147
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4,643
+46
148
$384K 0.03%
10,492
-2,640
149
$381K 0.03%
2,521
-277
150
$379K 0.03%
2,122
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4 5
6
7 8