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%
41
802
$3K ﹤0.01%
+93
803
$3K ﹤0.01%
30
804
$3K ﹤0.01%
+62
805
$3K ﹤0.01%
+400
806
$3K ﹤0.01%
170
807
$3K ﹤0.01%
81
808
$3K ﹤0.01%
+28
809
$3K ﹤0.01%
38
-208
810
$3K ﹤0.01%
94
811
$3K ﹤0.01%
213
812
$3K ﹤0.01%
+25
813
$3K ﹤0.01%
+41
814
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18
815
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+60
816
$3K ﹤0.01%
50
817
$3K ﹤0.01%
52
818
$3K ﹤0.01%
+69
819
$3K ﹤0.01%
+400
820
$3K ﹤0.01%
10
821
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115
822
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32
823
$3K ﹤0.01%
400
824
$3K ﹤0.01%
+100
825
$3K ﹤0.01%
56
31 32
33
34 35