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
626
$10K ﹤0.01%
+400
627
$10K ﹤0.01%
2,000
628
$10K ﹤0.01%
331
629
$10K ﹤0.01%
+380
630
$10K ﹤0.01%
102
-18
631
$10K ﹤0.01%
378
632
$10K ﹤0.01%
350
633
$10K ﹤0.01%
60
634
$10K ﹤0.01%
1,000
635
$10K ﹤0.01%
400
636
$10K ﹤0.01%
165
637
$10K ﹤0.01%
400
638
$10K ﹤0.01%
400
639
$9K ﹤0.01%
+123
640
$9K ﹤0.01%
200
641
$9K ﹤0.01%
146
-3
642
$9K ﹤0.01%
200
-84
643
$9K ﹤0.01%
145
644
$9K ﹤0.01%
11
645
$9K ﹤0.01%
56
646
$9K ﹤0.01%
388
647
$9K ﹤0.01%
200
648
$9K ﹤0.01%
60
649
$9K ﹤0.01%
333
650
$8K ﹤0.01%
300
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