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
276
$68K 0.01%
4,100
-500
277
$67K 0.01%
1,450
278
$67K 0.01%
+8,941
279
$67K 0.01%
1,278
+240
280
$67K 0.01%
1,797
281
$65K 0.01%
850
282
$64K 0.01%
5,829
283
$64K 0.01%
639
-33
284
$63K 0.01%
1,415
285
$63K 0.01%
+1,682
286
$63K 0.01%
1,000
287
$63K 0.01%
2,000
288
$63K 0.01%
1,079
+184
289
$62K 0.01%
6,035
290
$61K 0.01%
2,990
-1,800
291
$60K 0.01%
566
-53
292
$60K 0.01%
312
+8
293
$60K 0.01%
480
-195
294
$59K 0.01%
2,000
295
$58K 0.01%
550
296
$58K 0.01%
924
+800
297
$57K 0.01%
+1,077
298
$57K 0.01%
1,057
-175
299
$56K 0.01%
3,700
300
$54K 0.01%
369
10 11
12
13 14