SIM
Sonora Investment Management Portfolio holdings
AUM
$798M
1-Year Return
17.61%
This Quarter Return
+3.14%
1 Year Return
+17.61%
3 Year Return
+32.82%
5 Year Return
+55.85%
10 Year Return
–
AUM
$1.27B
AUM Growth
+$64.4M
(+5.3%)
Cap. Flow
+$37.7M
Cap. Flow
% of AUM
2.96%
Top 10 Holdings %
Top 10 Hldgs %
18.53%
Holding
2,005
New
248
Increased
233
Reduced
249
Closed
209
Top Buys
| 1 |
Truist Financial
TFC
|
+$6.52M |
| 2 |
LyondellBasell Industries
LYB
|
+$3.89M |
| 3 |
Southwest Airlines
LUV
|
+$2.94M |
| 4 |
Oracle
ORCL
|
+$2.62M |
| 5 |
PagSeguro Digital
PAGS
|
+$2.23M |
Top Sells
Sector Composition
| 1 | Technology | 13.14% |
| 2 | Industrials | 5.98% |
| 3 | Financials | 5.87% |
| 4 | Consumer Staples | 5.57% |
| 5 | Healthcare | 5.05% |
