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
$1.28B
AUM Growth
-$361K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$86.1M
2 +$361K
3 +$90.6K

Sector Composition

1 Technology 23.43%
2 Financials 9.55%
3 Industrials 8.25%
4 Healthcare 8.18%
5 Consumer Staples 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$351K 0.03%
4,738
177
$350K 0.03%
9,997
178
$349K 0.03%
875
179
$347K 0.03%
571
180
$346K 0.03%
2,810
181
$336K 0.03%
1,952
182
$334K 0.03%
4,778
183
$332K 0.03%
3,683
184
$325K 0.03%
1,426
185
$325K 0.03%
8,989
186
$320K 0.03%
7,377
187
$318K 0.02%
210
188
$318K 0.02%
23,937
189
$318K 0.02%
6,953
190
$316K 0.02%
7,516
191
$314K 0.02%
6,686
192
$311K 0.02%
3,600
193
$310K 0.02%
3,654
194
$304K 0.02%
2,972
195
$299K 0.02%
26,350
196
$299K 0.02%
2,947
197
$294K 0.02%
2,433
198
$290K 0.02%
7,657
199
$287K 0.02%
721
200
$286K 0.02%
980