SIMG
Sonora Investment Management Group Portfolio holdings
AUM
$1.35B
This Quarter Return
-6.92%
1 Year Return
+17.03%
3 Year Return
+51.7%
5 Year Return
–
10 Year Return
–
AUM
$778M
AUM Growth
+$778M
(-26%)
Cap. Flow
-$278M
Cap. Flow
% of AUM
-35.69%
Top 10 Holdings %
Top 10 Hldgs %
26.98%
Holding
246
New
–
Increased
30
Reduced
–
Closed
37
Top Buys
| 1 |
Microsoft
MSFT
|
$51.4K |
| 2 |
Republic Services
RSG
|
$49.7K |
| 3 |
Iron Mountain
IRM
|
$48.7K |
| 4 |
Home Depot
HD
|
$38.4K |
| 5 |
Apple
AAPL
|
$36.1K |
Top Sells
Sector Composition
| 1 | Technology | 23.96% |
| 2 | Industrials | 12.48% |
| 3 | Healthcare | 11.44% |
| 4 | Consumer Staples | 10.83% |
| 5 | Financials | 10.43% |
