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
201
$231K 0.02%
2,192
-753
202
$230K 0.02%
2,039
-300
203
$230K 0.02%
3,307
+147
204
$228K 0.02%
+1,382
205
$224K 0.02%
1,300
206
$222K 0.02%
4,088
-144
207
$221K 0.02%
+2,289
208
$220K 0.02%
18,390
209
$212K 0.02%
6,594
-1,096
210
$210K 0.02%
+508
211
$208K 0.02%
+5,490
212
$208K 0.02%
1,363
213
$206K 0.02%
1,202
+127
214
$205K 0.02%
+2,124
215
$205K 0.02%
+1,256
216
$204K 0.02%
1,053
-146
217
$204K 0.02%
962
-4
218
$202K 0.02%
+1,397
219
$202K 0.02%
818
220
$195K 0.02%
18,500
+1,000
221
$188K 0.02%
33,389
+943
222
$173K 0.02%
11,945
223
$170K 0.01%
90,177
224
$136K 0.01%
17,037
+1,150
225
$130K 0.01%
13,121
6 7 8
9
10