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
426
$26K ﹤0.01%
779
-123
427
$26K ﹤0.01%
192
428
$26K ﹤0.01%
750
429
$26K ﹤0.01%
1,000
430
$26K ﹤0.01%
1,000
431
$26K ﹤0.01%
+1,500
432
$26K ﹤0.01%
985
433
$26K ﹤0.01%
450
434
$25K ﹤0.01%
856
-3
435
$25K ﹤0.01%
+224
436
$25K ﹤0.01%
123
-15
437
$25K ﹤0.01%
440
438
$25K ﹤0.01%
950
439
$25K ﹤0.01%
1,100
440
$25K ﹤0.01%
150
441
$24K ﹤0.01%
380
442
$24K ﹤0.01%
1,000
443
$24K ﹤0.01%
150
444
$24K ﹤0.01%
900
445
$24K ﹤0.01%
1,060
+24
446
$24K ﹤0.01%
258
447
$24K ﹤0.01%
374
+194
448
$24K ﹤0.01%
403
449
$24K ﹤0.01%
945
450
$23K ﹤0.01%
+500
16 17
18
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