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
176
$301K 0.03%
523
-23
177
$301K 0.03%
18,464
+20
178
$300K 0.03%
4,743
-116
179
$299K 0.03%
10,000
+235
180
$297K 0.03%
8,660
+1,000
181
$296K 0.03%
2,530
-500
182
$288K 0.03%
767
-2,946
183
$285K 0.02%
720
-50
184
$284K 0.02%
3,117
+321
185
$282K 0.02%
+5,680
186
$280K 0.02%
2,268
187
$279K 0.02%
+2,796
188
$276K 0.02%
620
189
$276K 0.02%
5,270
+405
190
$261K 0.02%
25,896
191
$259K 0.02%
1,937
+17
192
$258K 0.02%
1,427
-6
193
$252K 0.02%
8,989
194
$247K 0.02%
1,911
195
$246K 0.02%
5,453
-4,878
196
$245K 0.02%
20,832
197
$244K 0.02%
18,124
198
$242K 0.02%
8,474
-298
199
$239K 0.02%
19,890
-304
200
$233K 0.02%
47,931
6 7
8
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