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
$1.35B
AUM Growth
+$71.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$3.79M
3
+$3.5M
4
ENVX icon
Enovix
ENVX
+$2.34M
5
INTC icon
Intel
INTC
+$1.99M

Top Sells

1
+$6.95M
2
+$4.68M
3
+$3.1M
4
AAPL icon
Apple
AAPL
+$2.3M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.14M

Sector Composition

1 Technology 26.22%
2 Financials 10.09%
3 Industrials 8.47%
4 Consumer Staples 8.37%
5 Healthcare 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$284K 0.02%
+1,660
202
$284K 0.02%
+2,949
203
$284K 0.02%
+6,980
204
$278K 0.02%
7,013
-644
205
$273K 0.02%
1,017
+37
206
$271K 0.02%
+1,980
207
$267K 0.02%
8,989
208
$258K 0.02%
+9,908
209
$258K 0.02%
521
+8
210
$258K 0.02%
+743
211
$254K 0.02%
19,500
212
$252K 0.02%
+4,764
213
$251K 0.02%
508
-57
214
$250K 0.02%
13,768
-1,660
215
$250K 0.02%
+3,117
216
$246K 0.02%
6,300
-31
217
$245K 0.02%
2,794
+362
218
$242K 0.02%
13,500
219
$242K 0.02%
2,000
-57
220
$240K 0.02%
800
-245
221
$239K 0.02%
+3,822
222
$236K 0.02%
6,990
+37
223
$235K 0.02%
+1,465
224
$235K 0.02%
+2,142
225
$235K 0.02%
2,197
-750
7 8
9
10 11