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
$861M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1 +$52.2M
2 +$44.1M
3 +$28.8M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$27.7M
5
HD icon
Home Depot
HD
+$17.4M

Top Sells

No sells this quarter

Sector Composition

1 Technology 26.45%
2 Industrials 11.96%
3 Financials 10.24%
4 Consumer Staples 10.24%
5 Healthcare 9.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$200K 0.02%
+14,328
202
$175K 0.02%
+10,860
203
$166K 0.02%
+13,603
204
$162K 0.02%
+5,194
205
$160K 0.02%
+11,135
206
$148K 0.02%
+10,000
207
$144K 0.02%
+10,000
208
$134K 0.02%
+2,740
209
$104K 0.01%
+82,000
210
$99K 0.01%
+12,327
211
$97K 0.01%
+11,025
212
$71K 0.01%
+2,537
213
$30K ﹤0.01%
+13,085