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
776
$4K ﹤0.01%
220
+120
777
$4K ﹤0.01%
61
778
$4K ﹤0.01%
641
779
$4K ﹤0.01%
57
780
$4K ﹤0.01%
54
781
$4K ﹤0.01%
35
782
$4K ﹤0.01%
145
783
$4K ﹤0.01%
25
784
$4K ﹤0.01%
70
785
$4K ﹤0.01%
150
786
$4K ﹤0.01%
300
787
$4K ﹤0.01%
130
788
$4K ﹤0.01%
+150
789
$4K ﹤0.01%
+150
790
$4K ﹤0.01%
142
791
$4K ﹤0.01%
26
-63
792
$4K ﹤0.01%
353
793
$4K ﹤0.01%
+150
794
$4K ﹤0.01%
400
795
$4K ﹤0.01%
42
796
$4K ﹤0.01%
700
797
$4K ﹤0.01%
159
798
$4K ﹤0.01%
807
799
$4K ﹤0.01%
+63
800
$3K ﹤0.01%
+400
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