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
826
$3K ﹤0.01%
200
827
$3K ﹤0.01%
268
828
$3K ﹤0.01%
87
829
$3K ﹤0.01%
300
830
$3K ﹤0.01%
118
831
$2K ﹤0.01%
+9
832
$2K ﹤0.01%
+34
833
$2K ﹤0.01%
475
834
$2K ﹤0.01%
+92
835
$2K ﹤0.01%
190
836
$2K ﹤0.01%
116
+100
837
$2K ﹤0.01%
+67
838
$2K ﹤0.01%
+140
839
$2K ﹤0.01%
+100
840
$2K ﹤0.01%
94
841
$2K ﹤0.01%
5
842
$2K ﹤0.01%
40
-1,000
843
$2K ﹤0.01%
50
844
$2K ﹤0.01%
250
845
$2K ﹤0.01%
+70
846
$2K ﹤0.01%
75
847
$2K ﹤0.01%
51
+50
848
$2K ﹤0.01%
33
849
$2K ﹤0.01%
52
850
$2K ﹤0.01%
+15
32 33
34
35 36