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
476
$21K ﹤0.01%
237
477
$21K ﹤0.01%
150
+10
478
$21K ﹤0.01%
800
479
$21K ﹤0.01%
148
480
$20K ﹤0.01%
+400
481
$20K ﹤0.01%
+400
482
$20K ﹤0.01%
+233
483
$20K ﹤0.01%
+550
484
$20K ﹤0.01%
390
485
$20K ﹤0.01%
786
+286
486
$20K ﹤0.01%
1,000
487
$20K ﹤0.01%
148
-34
488
$20K ﹤0.01%
200
489
$20K ﹤0.01%
445
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490
$20K ﹤0.01%
470
+44
491
$20K ﹤0.01%
225
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492
$20K ﹤0.01%
+1,300
493
$19K ﹤0.01%
+336
494
$19K ﹤0.01%
700
495
$19K ﹤0.01%
233
496
$19K ﹤0.01%
203
-22
497
$19K ﹤0.01%
320
498
$19K ﹤0.01%
300
499
$19K ﹤0.01%
975
-918
500
$19K ﹤0.01%
1,000
+101
18 19
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