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
376
$36K ﹤0.01%
+449
377
$36K ﹤0.01%
1,600
378
$36K ﹤0.01%
1,500
379
$35K ﹤0.01%
2,000
380
$35K ﹤0.01%
589
+457
381
$34K ﹤0.01%
1,090
+850
382
$34K ﹤0.01%
400
383
$34K ﹤0.01%
800
384
$34K ﹤0.01%
860
385
$33K ﹤0.01%
156
386
$33K ﹤0.01%
541
387
$33K ﹤0.01%
300
388
$33K ﹤0.01%
450
389
$33K ﹤0.01%
157
-67
390
$33K ﹤0.01%
340
+40
391
$33K ﹤0.01%
250
-40
392
$33K ﹤0.01%
780
393
$33K ﹤0.01%
217
394
$33K ﹤0.01%
1,275
+775
395
$33K ﹤0.01%
1,300
396
$32K ﹤0.01%
+1,085
397
$30K ﹤0.01%
1,891
398
$30K ﹤0.01%
1,587
399
$30K ﹤0.01%
+100
400
$30K ﹤0.01%
862
14 15
16
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