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
401
$30K ﹤0.01%
941
+696
402
$30K ﹤0.01%
1,143
+843
403
$29K ﹤0.01%
+124
404
$29K ﹤0.01%
333
405
$29K ﹤0.01%
50
406
$29K ﹤0.01%
1,188
407
$29K ﹤0.01%
1,500
408
$29K ﹤0.01%
+150
409
$28K ﹤0.01%
2,000
410
$28K ﹤0.01%
500
411
$28K ﹤0.01%
+255
412
$28K ﹤0.01%
1,268
+768
413
$28K ﹤0.01%
+339
414
$27K ﹤0.01%
1,182
415
$27K ﹤0.01%
920
416
$27K ﹤0.01%
360
417
$27K ﹤0.01%
1,000
418
$27K ﹤0.01%
975
419
$27K ﹤0.01%
1,050
420
$26K ﹤0.01%
306
421
$26K ﹤0.01%
300
422
$26K ﹤0.01%
2,000
423
$26K ﹤0.01%
700
424
$26K ﹤0.01%
232
-68
425
$26K ﹤0.01%
775
+30
15 16
17
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