SIC
Sigma Investment Counselors Portfolio holdings
AUM
$1.82B
This Quarter Return
+0.14%
1 Year Return
+11.67%
3 Year Return
+50.2%
5 Year Return
+78.4%
10 Year Return
+149.74%
AUM
$384M
AUM Growth
–
Cap. Flow
+$384M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
55.07%
Holding
99
New
99
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$70.2M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$39.8M |
| 3 |
iShares Russell 1000 ETF
IWB
|
$18.1M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$17.3M |
| 5 |
Vanguard High Dividend Yield ETF
VYM
|
$13.2M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 7.21% |
| 2 | Healthcare | 5.81% |
| 3 | Technology | 5.5% |
| 4 | Financials | 4.23% |
| 5 | Consumer Discretionary | 3.17% |
