We are live on ! Find out more
SIM

Sonora Investment Management Portfolio holdings

AUM $798M
1-Year Est. Return 17.61%
This Fund
S&P 500
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
+$20.4M
2
+$9.66M
3
+$6.35M
4
EVRG icon
Evergy
EVRG
+$4.97M
5
TFC icon
Truist Financial
TFC
+$2.6M

Top Sells

1
+$6.33M
2
+$5.72M
3
+$1.54M
4
STI
SunTrust Banks, Inc.
STI
+$470K
5
JPM icon
JPMorgan Chase
JPM
+$245K

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%
100
602
$11K ﹤0.01%
+470
603
$11K ﹤0.01%
122
-40
604
$11K ﹤0.01%
+150
605
$11K ﹤0.01%
+200
606
$11K ﹤0.01%
70
607
$11K ﹤0.01%
418
608
$11K ﹤0.01%
1,400
-2,000
609
$11K ﹤0.01%
1,426
610
$11K ﹤0.01%
33
611
$11K ﹤0.01%
+430
612
$11K ﹤0.01%
233
613
$11K ﹤0.01%
100
614
$11K ﹤0.01%
+546
615
$10K ﹤0.01%
347
616
$10K ﹤0.01%
1,000
617
$10K ﹤0.01%
200
618
$10K ﹤0.01%
+39
619
$10K ﹤0.01%
250
620
$10K ﹤0.01%
380
621
$10K ﹤0.01%
171
622
$10K ﹤0.01%
+400
623
$10K ﹤0.01%
2,000
624
$10K ﹤0.01%
+380
625
$10K ﹤0.01%
102
-18
23 24
25
26 27