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
851
$2K ﹤0.01%
+20
852
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50
853
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34
854
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855
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+15
856
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857
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40
858
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860
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+100
861
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+20
862
$2K ﹤0.01%
400
863
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864
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865
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171
866
$2K ﹤0.01%
93
867
$1K ﹤0.01%
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868
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869
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870
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871
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103
872
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22
873
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15
-2
874
$1K ﹤0.01%
+45
875
$1K ﹤0.01%
200
33 34
35
36 37