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
151
$371K 0.03%
3,619
152
$368K 0.03%
2,010
-107
153
$368K 0.03%
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154
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156
$361K 0.03%
9,465
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157
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$354K 0.03%
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160
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161
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162
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$339K 0.03%
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164
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-375
165
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166
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167
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168
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169
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170
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171
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172
$306K 0.03%
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173
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+13,731
174
$303K 0.03%
16,527
-5,391
175
$302K 0.03%
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