SIMG
Sonora Investment Management Group Portfolio holdings
AUM
$1.35B
This Quarter Return
+4.6%
1 Year Return
+17.03%
3 Year Return
+51.7%
5 Year Return
–
10 Year Return
–
AUM
$1.15B
AUM Growth
+$1.15B
(+4.5%)
Cap. Flow
+$8.89M
Cap. Flow
% of AUM
0.77%
Top 10 Holdings %
Top 10 Hldgs %
23.02%
Holding
286
New
18
Increased
115
Reduced
105
Closed
12
Top Buys
| 1 |
LyondellBasell Industries
LYB
|
$1.61M |
| 2 |
Cisco
CSCO
|
$1.38M |
| 3 |
Evergy
EVRG
|
$1.36M |
| 4 |
IBM
IBM
|
$1.2M |
| 5 |
Amazon
AMZN
|
$1.1M |
Top Sells
| 1 |
NEE.PRP
NextEra Energy, Inc. 5.279% Corporate Units
NEE.PRP
|
$8.54M |
| 2 |
Intel
INTC
|
$2.83M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$1.11M |
| 4 |
FedEx
FDX
|
$699K |
| 5 |
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% |
