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
351
$42K ﹤0.01%
+200
352
$42K ﹤0.01%
+334
353
$42K ﹤0.01%
500
-28
354
$42K ﹤0.01%
800
355
$42K ﹤0.01%
704
+394
356
$41K ﹤0.01%
+3,200
357
$41K ﹤0.01%
936
358
$41K ﹤0.01%
+646
359
$40K ﹤0.01%
1,524
360
$40K ﹤0.01%
684
+82
361
$40K ﹤0.01%
+494
362
$39K ﹤0.01%
955
-1,174
363
$39K ﹤0.01%
250
364
$39K ﹤0.01%
294
-19
365
$39K ﹤0.01%
2,000
366
$39K ﹤0.01%
179
+81
367
$39K ﹤0.01%
600
368
$38K ﹤0.01%
200
369
$37K ﹤0.01%
727
370
$37K ﹤0.01%
2,784
371
$37K ﹤0.01%
114
-250
372
$37K ﹤0.01%
715
373
$37K ﹤0.01%
700
374
$37K ﹤0.01%
319
-153
375
$37K ﹤0.01%
162,807
13 14
15
16 17