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
801
$3K ﹤0.01%
170
802
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81
803
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+28
804
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38
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805
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94
806
$3K ﹤0.01%
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807
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808
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18
809
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810
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811
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52
812
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813
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+400
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10
815
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816
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817
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818
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819
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820
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821
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822
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823
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+100
824
$3K ﹤0.01%
56
825
$3K ﹤0.01%
+41
31 32
33
34 35