SIC
Sigma Investment Counselors Portfolio holdings
AUM
$1.82B
This Quarter Return
+8.01%
1 Year Return
+11.67%
3 Year Return
+50.2%
5 Year Return
+78.4%
10 Year Return
+149.74%
AUM
$464M
AUM Growth
+$464M
(+7.2%)
Cap. Flow
-$895K
Cap. Flow
% of AUM
-0.19%
Top 10 Holdings %
Top 10 Hldgs %
55.13%
Holding
114
New
8
Increased
24
Reduced
66
Closed
6
Top Buys
| 1 |
Amazon
AMZN
|
$3.06M |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$2.57M |
| 3 |
Synopsys
SNPS
|
$2.25M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.68M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$1.2M |
Top Sells
| 1 |
Oracle
ORCL
|
$3.33M |
| 2 |
Cisco
CSCO
|
$1.96M |
| 3 |
Abbott
ABT
|
$1.28M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.13M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$935K |
Sector Composition
| 1 | Industrials | 7.08% |
| 2 | Healthcare | 5.64% |
| 3 | Technology | 5.02% |
| 4 | Consumer Discretionary | 3.7% |
| 5 | Financials | 3.51% |
