SIM

Sonora Investment Management Portfolio holdings

AUM $798M
1-Year Est. Return 17.61%
This Quarter Est. Return
1 Year Est. Return
+17.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.06B
AUM Growth
+$98.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,988
New
Increased
Reduced
Closed

Top Buys

1
+$23.3M
2
+$9.88M
3
+$6.42M
4
EVRG icon
Evergy
EVRG
+$5.07M
5
TFC icon
Truist Financial
TFC
+$2.71M

Top Sells

1
+$6.5M
2
+$5.72M
3
+$1.61M
4
STI
SunTrust Banks, Inc.
STI
+$470K
5
JPM icon
JPMorgan Chase
JPM
+$267K

Sector Composition

1 Technology 11.04%
2 Industrials 6.88%
3 Consumer Staples 4.82%
4 Financials 4.19%
5 Healthcare 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$95K 0.01%
1,000
227
$95K 0.01%
400
228
$94K 0.01%
5,412
+1,000
229
$93K 0.01%
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230
$93K 0.01%
2,074
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231
$92K 0.01%
3,215
232
$92K 0.01%
990
-50
233
$92K 0.01%
3,448
-1,300
234
$91K 0.01%
4,977
-160
235
$91K 0.01%
1,424
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236
$90K 0.01%
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237
$90K 0.01%
1,189
238
$90K 0.01%
3,490
239
$88K 0.01%
426
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240
$88K 0.01%
1,830
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241
$85K 0.01%
1,673
242
$85K 0.01%
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243
$84K 0.01%
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244
$84K 0.01%
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245
$83K 0.01%
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246
$83K 0.01%
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247
$83K 0.01%
766
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248
$83K 0.01%
716
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249
$83K 0.01%
1,412
250
$82K 0.01%
+190
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10
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