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
601
$11K ﹤0.01%
418
602
$11K ﹤0.01%
1,426
603
$11K ﹤0.01%
33
604
$11K ﹤0.01%
+430
605
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233
606
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100
607
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+546
608
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500
609
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100
610
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+470
611
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122
-40
612
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613
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614
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615
$10K ﹤0.01%
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616
$10K ﹤0.01%
330
617
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350
618
$10K ﹤0.01%
50
-105
619
$10K ﹤0.01%
400
620
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50
621
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200
622
$10K ﹤0.01%
+39
623
$10K ﹤0.01%
250
624
$10K ﹤0.01%
380
625
$10K ﹤0.01%
171
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