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
551
$14K ﹤0.01%
400
552
$14K ﹤0.01%
317
-22
553
$14K ﹤0.01%
1,000
-525
554
$14K ﹤0.01%
534
555
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275
556
$14K ﹤0.01%
94
+13
557
$14K ﹤0.01%
+3,000
558
$14K ﹤0.01%
1,009
559
$13K ﹤0.01%
202
560
$13K ﹤0.01%
+800
561
$13K ﹤0.01%
+100
562
$13K ﹤0.01%
450
563
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137
-82
564
$13K ﹤0.01%
+300
565
$13K ﹤0.01%
126
566
$13K ﹤0.01%
+300
567
$13K ﹤0.01%
223
568
$13K ﹤0.01%
315
569
$13K ﹤0.01%
70
570
$13K ﹤0.01%
165
-4
571
$13K ﹤0.01%
500
572
$13K ﹤0.01%
500
573
$13K ﹤0.01%
500
574
$13K ﹤0.01%
500
575
$13K ﹤0.01%
500
21 22
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