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
251
$82K 0.01%
3,250
252
$82K 0.01%
1,178
253
$81K 0.01%
+56
254
$79K 0.01%
1,652
255
$78K 0.01%
8,430
-100
256
$78K 0.01%
3,092
257
$77K 0.01%
833
+404
258
$76K 0.01%
2,616
+69
259
$76K 0.01%
353
+9
260
$75K 0.01%
1,884
261
$75K 0.01%
689
+220
262
$75K 0.01%
5,600
263
$72K 0.01%
1,187
-100
264
$71K 0.01%
754
-392
265
$70K 0.01%
2,180
-18
266
$70K 0.01%
820
-24
267
$70K 0.01%
4,500
+2,000
268
$69K 0.01%
+378
269
$69K 0.01%
486
-100
270
$69K 0.01%
1,345
271
$69K 0.01%
651
-643
272
$69K 0.01%
202
273
$68K 0.01%
5,000
274
$68K 0.01%
2,000
275
$68K 0.01%
2,625
9 10
11
12 13